Financial Consultant- Little Rock, AR
Chief finance officer job in Little Rock, AR
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:Series 07 - FINRACategory:Sales
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.
Chief Executive Officer
Chief finance officer job in Denison, TX
UHS is currently recruiting for our CEO at Texoma Medical Center (Denison, TX), approximately one hour north of the Dallas/Fort Worth metroplex and just south of the Texas/Oklahoma border. Texoma Medical Center (TMC) is an acute care hospital with a medical staff of more than 200 physicians. In addition, Texoma Medical center operates a number of locations throughout the Texoma region. The hospital offers major specialty services, including open heart surgery and neurosurgery. Advanced resources, such as certified trauma care support TMC's role as a regional specialty center. Since 1965, TMC has forged a special relationship with the people of North Texas and Southern Oklahoma. Texoma residents have come to depend on TMC to meet a spectrum of physical, mental and spiritual needs. TMC has responded with unique services to provide the kind of sophisticated, experienced care that was once available only in major metropolitan areas. For more information on Texoma Regional Medical center visit ***********************************
Position Summary: The Chief Executive Officer is responsible for leading the overall strategic plan for the hospital and develops and implements strategies to appropriately position the hospital to achieve corporate goals and market the services of the facility. UHS is seeking a transformational executive with a successful record of leading, challenging and reviewing strategic annual plans and budgets with the goal of providing superior patient care. The candidate will have expertise in running efficient quality acute care operations with a commitment to the community, the patients and all hospital employees.
Essential Duties:
Leads hospital senior team and participates in medical staff and governance strategic planning sessions for assigned hospitals.
Meets regularly with assigned hospital leadership to examine current financial performance, evaluate forecasts, and assure appropriate and timely interventions.
Assures consistent compliance with UHS quality, risk, financial, human resources and other expectations that are in accord with UHS expectations and directives.
Identifies opportunities to improve overall patient satisfaction and is committed to superior service excellence.
This opportunity offers the following:
Challenging and rewarding work environment
Competitive compensation
Excellent medical, dental vision and prescription plan
Generous paid time off
Relocation benefits
Bonus opportunity and stock option eligible
Qualifications
Comprehensive working knowledge of acute care hospital and health care management methods, financial management practices and general health care market trends and the trends in the local and regional markets.
Working knowledge of all relevant regulatory compliance and certification standards such as JCAHO.
Demonstrated leadership, communication and executive management skills.
Ability to manage diverse relationships between board members, physicians, management, employee groups, and the community is required.
In depth understanding of financial management, operations, strategic needs, and interventions at the facility level is required.
Must be able to motivate, inspire, and communicate with individuals and groups.
MBA, MHA or related Degree, from an accredited college/university program required.
5-8 Years of acute Hospital CEO experience.
Chief Executive Officer
Chief finance officer job in Little Rock, AR
COMPANY DETAIL
TruService Community Federal Credit Union is proud to be the first and oldest credit union in Arkansas, chartered in 1930 by U.S. Postal employees. Today, the credit union serves over 5,200 members and has three branch locations. Membership at the credit union is open to people who live, work, worship, attend school, or have organizational affiliations within Arkansas, Cleburne, Conway, Faulkner, Grant, Jefferson, Lonoke, Monroe, Perry, Prairie, Pulaski, Saline, Van Buren, White or Woodruff County in Arkansas. The credit union offers a full range of financial services, including checking and savings accounts, certificates, auto and personal loans, mortgages, credit cards, and digital banking tools such as mobile deposit. With a strong emphasis on community involvement, affordable financial solutions, and personalized service, TruService Community FCU provides a dependable, locally focused alternative to traditional banks in the Little Rock region.
POSITION DETAIL
TruService Community Federal Credit Union, located in Little Rock, Arkansas, with over $50 million in assets is currently in search of a financial services professional to serve as their President/CEO. Working in partnership with the board of directors, the incoming executive will be responsible for enhancing the leadership structure of the credit union and providing a clear strategic direction to promote asset and membership growth. Additional responsibilities will include developing a marketing strategy that will differentiate the credit union in a highly competitive environment, implementing a loan growth strategy, and maintaining a competitive mix of product and service offerings to the membership. The ideal candidate will have five plus years of leadership experience within a financial institution, and a proven ability to develop and execute on a strategic strategy. Credit union experience preferred but not required.
Chief Operating Officer
Chief finance officer job in Highland Village, TX
We are in search for a Chief Operating Officer (COO) to join a fee-based RIA with $2B billion AUM and a dedicated team of 40 professionals.
Candidate must have experience implementing systems and processes within a wealth management firm using Entrepreneurial Operating Systems (EOS) principles.
Your Impact
As our COO, you will be responsible for driving operational excellence across the firm while supporting ambitious growth goals (30%+ YOY). You will architect the systems, processes, and leadership development necessary to scale efficiently, ensuring seamless collaboration and superior client experience.
This position blends strategic leadership with hands-on execution - transforming high-level vision into measurable, operational reality.
Key Responsibilities
Business Improvement Strategist
Partner with the CEO and executive leadership team to refine long-term strategic vision and implement the operational roadmap.
Design scalable operational frameworks that support organic growth.
Anticipate scaling challenges and proactively develop solutions that safeguard efficiency and service quality.
Lead cross-functional initiatives to drive firmwide efficiency, alignment, and innovation.
Operational Excellence Leader
Oversee day-to-day operations with clear accountability metrics aligned to firm strategic goals and the Entrepreneurial Operating Systems (EOS) principles.
Redesign and implement policies, procedures, and systems to improve scalability, productivity, and transparency.
Translate strategic objectives into actionable plans with measurable outcomes.
Collaborate with department heads to identify process improvements and enhance technology utilization.
People Development Manager
Mentor and develop leaders and managers to foster a culture of accountability, excellence, and continuous improvement.
Enhance engagement strategies to strengthen morale, retention, and alignment with firm values.
Develop systems to attract, retain, and grow top talent aligned with our mission and culture.
Oversee performance management and compensation structures that reinforce results and collaboration.
Technology Enablement Strategist
Lead technology assessment, selection, and implementation across all departments to ensure seamless integration.
Identify and deploy technology solutions that improve efficiency and client experience.
Stay ahead of wealth management technology trends and introduce innovative operational solutions.
Ensure the firm's technology infrastructure supports secure, compliant, and scalable workflows.
Risk & Compliance Implementor
Partner with the Chief Compliance Officer to maintain and strengthen regulatory compliance frameworks.
Implement operational safeguards, internal controls, and monitoring systems for mission-critical processes.
Balance firm growth objectives with the highest standards of operational integrity.
Qualifications
Experience & Education
15+ years of progressively responsible operational leadership experience, preferably within RIA or broker-dealer environments.
Bachelor's degree in business, finance, or a related field required, MBA or equivalent preferred.
Advanced certifications (CFP , CFA , or CPA) a plus.
Knowledge & Skills
Demonstrated success building and scaling operational systems during high-growth phases.
Strong knowledge of SEC/FINRA regulatory requirements and RIA compliance operations.
Proven record of leading teams through organizational change and performance improvement.
Excellent communication, leadership, and relationship-building skills across all levels.
Proficiency with key industry technology platforms such as Orion, Salesforce, Nitrogen, MoneyGuide Pro and HubSpot.
Executive Vice President of Construction
Chief finance officer job in Lewisville, TX
Provides executive leadership and strategic direction for all facility development, construction and renovation projects across a growing multi-state charter school network serving Texas, Arkansas, Ohio and Arizona. This position oversees the full construction life cycle - from compliance with planning and zoning requirements, permitting, design, construction and occupancy - ensuring projects are delivered safely, on time, and within budget while meeting the organization's high standards for educational environments.
Qualifications:
Education/Certification, and Experience:
● 10 - 15 years of progressive experience in planning, design, and construction in K-12 educational facilities.
● Demonstrated success managing multi-state capital programs or portfolios.
● Strong understanding of regional construction practices in Texas, Arkansas, Ohio and Arizona.
● Exceptional leadership, communication, and negotiation skills.
● Bachelor's degree in Construction Management, Architecture, Engineering, or a related field (Masters preferred).
● Corporate real estate education and certification (MCR or SLCR)
preferred
● Registered architect or engineer in the State of Texas
preferred
Required Knowledge, Skills, and Abilities (KSAs):
● Comprehensive understanding of construction management principles, including construction manager at risk, design-build, bidding, permitting, scheduling, and quality control
● Deep knowledge of state and local building codes, zoning laws, health and safety and permitting processes in Texas, Arkansas, Ohio, and Arizona
● Strong grasp of real estate development processes - site acquisition, due diligence, environmental assessment, and project financing
● Familiarity with charter school facility standards and educational environment requirements (e.g., classroom layouts, safety, accessibility, and technology integration)
● Knowledge of capital project budgeting, forecasting, and cost control methods for multi-million-dollar portfolios
● Understanding of procurement laws and public contracting applicable to educational institutions.
● Knowledge of sustainable building design and energy efficiency best practices (LEED, Energy Star, etc.)
● Awareness of regional construction labor markets and supply chain dynamics across multiple states
● Accuracy and detail-oriented and able to manage multiple simultaneous projects, tasks and requests within tight and fixed deadlines
● Able to work independently, estimate time required to complete projects, follow up on assignments, and keep appropriate team members up to date and aware of progress, and to have judgment to know when to seek direction or support
● Strong communication, both written and verbal, with ability to convey complex concepts and deal-points in a simple and straightforward way
● Commitment to customer service and relationship management skills to efficiently respond to inquiries and resolve any conflicts or problems that might arise
● Demonstrated leadership skills with ability to influence outcomes and build consensus
● Demonstrated ability to be a contributing member of an organizational team
● Functional in standard office applications/systems (word processing, spreadsheets, internet, etc.
● Self-motivated
Duties and Responsibilities:
● Lead national construction strategy and execution for new schools, expansions, and renovations.
● Oversee state level executive directors, architects, and contractors to ensure quality and efficiency.
● Develop and manage capital budgets and construction timelines.
● Ensure all projects align with the organization's educational and operational goals.
● Establish national construction standards, safety protocols, and sustainability initiatives.
● Partner with local and regional teams to adapt designs to community and site-specific needs.
● Participate in all departmental meetings, design and construction document plan review meetings.
● Participate in professional development activities to maintain current knowledge of rules, regulations, and practices related to construction and operations.
● Oversee the compiling, maintenance, and filing of all physical and computerized reports, records, as-built & project records and other required documents.
● Administer the department budgets and ensure that programs are cost effective and funds are managed prudently.
● Evaluate job performance of department staff to measure competency.
● Oversee and manage the coordination and administration of all phases of the district's design and construction bond programs.
● Assist the Chief Operations Officer in evaluation of potential school sites and real estate purchases or surplus sales.
● Develop all educational specifications, building programs, and district construction standards for all new construction and renovation.
● Develop and continually refine district design and construction standards and educational specifications.
● Oversee and review all schematic design, design development, and construction document drawings and specifications as prepared by the architects for compliance with all established design and construction standards and educational specifications.
● Evaluate and recommend architects, engineers, and other consultants for district construction projects.
Oversee the coordination, research, cost estimates, and schedules associated with all renovations and new construction projects recommended and approved as part of district bond referendums.
● Prepare all Board agenda items, presentation materials, reports, etc. as required for any presentations related to design and construction projects.
● Prepare and approve all project budgets for all construction projects within the district and monitor all budgets and expenditures to ensure compliance with project budgets as approved in the bond program authorizations.
● As an administrative designee for the district, negotiate all architect, consultant, and construction contracts and miscellaneous agreements.
● Oversee and perform all facility assessments to determine the facility needs to be considered by the committees for possible inclusion in a bond program election.
● Develop communication with Campus Directors, administrators, and department heads with regard to needs assessment, bond programs, design, construction and maintenance issues.
● Represent the district in design and construction disputes.
● Assist with the acquisition of utility and environmental services for property purchases.
● Manage building modification process including review, research, approval, and determine funding source.
● Manage approval and funding of campus/facility improvements such as marquees, tracks, etc.
● Manage agreements between district and local entities for donations of physical improvements to the district.
● Review and recommend appropriate policies, administrative regulations, and administrative practices for the areas supervised.
● Implement the policies established by federal and state laws, State Board of Education rule, and local Board policy in the areas assigned.
● Recruit, train, and supervise department staff and make sound recommendations relative to placement, assignment, retention, discipline, and termination.
● Develop training options and improvement plans for department staff to enhance the effectiveness of department operations.
● Ensure that department operations contribute to the attainment of district goals and objectives.
● Attend board meetings and make presentations when appropriate and/or requested.
● Communicate effectively with all district departments and staff.
● All other related duties as assigned by the Chief Operations Officer
Travel Required:
This position requires up to 40% travel to project sites and regional offices across Texas, Arkansas, Ohio and Arizona.
Equipment Used:
All equipment required to perform jobs duties and tasks previously described.
Physical / Environmental Factors:
The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Responsive Education Solutions considers applicants for all positions without regards to race, color, national origin, age, religion, sex, marital status, veteran or military status, disability, or any other legally protected status. ResponsiveEd is an Equal Opportunity Employer. Occasional district and statewide travel: occasional prolonged and irregular hours
Managing Director of State Reporting
Chief finance officer job in Lubbock, TX
IDR is seeking a Managing Director of State Reporting to join one of our top clients for an opportunity in Lubbock, TX. This role is within a higher education setting, focusing on overseeing crucial state and federal reporting processes, ensuring compliance, and leading a team of experienced professionals. The organization is dedicated to institutional research and data accuracy to support strategic decision-making.
Position Overview for the Managing Director of State Reporting:
Oversee state and federal reporting processes, including data collection and submission to regulatory agencies.
Lead and manage a team of 3 to 4 reporting professionals with extensive experience in data analysis and compliance.
Collaborate with multiple departments such as student services, registrar's office, and data analytics to ensure accurate data gathering.
Ensure adherence to higher education, state, and federal reporting regulations, maintaining data integrity.
Leverage data analytics to improve reporting efficiency and inform institutional decision-making.
Requirements for the Managing Director of State Reporting:
Bachelor's degree in a related field.
Extensive experience with full reporting processes for THECB (Texas Higher Education Coordinating Board).
Proven experience in supervising or managing teams, including goal setting and conflict resolution.
Strong understanding of higher education reporting regulations, including experience with federal reporting like IPEDS and NSF (nice to have).
Familiarity with Ellucian Banner or similar student information and HR systems (preferred).
What's in it for you?
Competitive compensation package
Full Benefits; Medical, Vision, Dental, and more!
Opportunity to get in with an industry leading organization.
Why IDR?
25+ Years of Proven Industry Experience in 4 major markets
Employee Stock Ownership Program
Dedicated Engagement Manager who is committed to you and your success.
Medical, Dental, Vision, and Life Insurance
ClearlyRated's Best of Staffing Client and Talent Award winner 12 years in a row.
Financial Controller - Engineering/Technology Services - High Growth Transformation - Private Equity, 78957
Chief finance officer job in Dallas, TX
Financial Controller - Engineering/Technology Services - High Growth Transformation - Private Equity
Our client is an innovative and well-established provider of tech-enabled engineering services supporting the energy, environmental and industrial end markets with multi-location field-based services supporting a national customer base. The company is backed by a leading private equity sponsor focused on professionalizing operations and driving significant revenue growth through acquisitive and organic means.
The mandate for the new Controller is to execute on the transformation of the finance function to support the new business operating structure and to integrate diverse units brought together through acquisition. You will have full responsibility for financial reporting as a strategic partner to the CFO and will be responsible for managing financial reporting and metrics across a multi-location, distributed business model. As a strong people manager and “in the trenches” leader you will be called upon to implement best practices in the accounting function and to recruit and augment a high-performance team in an aggressively forward-moving culture. The ideal candidate will have a strong base of experience leading multi-unit, multi-location operations with demonstrated success building and developing the finance and accounting functions and teams in a growing and transforming, fast-paced entrepreneurial environment. It will be an asset if this person has a CPA and has spent time in public accounting before moving into industry roles.
This is a challenging and rewarding growth opportunity working with a leading private equity investor looking to take an already successful enterprise and grow it to the next level. A competitive base salary and bonus incentive is offered.
VP, Financial Consultant - Austin (Bee Cave), TX
Chief finance officer job in Austin, TX
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Vice President of Property Management
Chief finance officer job in Dallas, TX
🏢 Vice President of Property Management, Multifamily - Dallas, TX | Goldenrod Companies
Full-Time | On-Site | ~40% Travel
Goldenrod Companies is a fast-growing, full-service commercial real estate firm with deep expertise in development, acquisitions, asset management, and property management. We are seeking an accomplished Vice President of Property Management, Multifamily to lead our expanding platform from our Dallas headquarters.
This is a pivotal leadership opportunity for a seasoned multifamily professional with extensive experience across Apartments, Mixed-Use, Student Housing, and Senior Living. You'll have the autonomy, resources, and executive support needed to build and scale institutional-quality operations across a large and diverse multifamily portfolio. This role may also include oversight of an office asset.
As Vice President, you will oversee all facets of multifamily operations - driving financial performance, service excellence, compliance, and team development. Your leadership will directly influence resident experience, operational success, and the long-term value of Goldenrod's assets.
👷 What You'll Lead
Drive the strategic vision and operational excellence of Goldenrod's multifamily property management platform
Partner with Goldenrod Capital Advisors to ensure property operations align with asset strategies and investor objectives
Develop scalable systems, processes, and best practices to support aggressive portfolio growth
Oversee budgeting, forecasting, NOI optimization, and financial performance for the full portfolio
Establish institutional-grade reporting standards, dashboards, and KPI tracking
Mentor, develop, and lead a high-performing team of regional managers and onsite staff
Oversee onboarding, due diligence, and integration of newly acquired or developed properties
Ensure compliance with regulatory requirements, fair housing laws, and industry best practices
Build and maintain strong relationships with residents, ownership groups, investors, and vendors
Represent Goldenrod at conferences, industry events, and prospective client meetings
Travel as needed (approximately 40%) to support portfolio operations
🧰 What We're Looking For
Education & Experience
10+ years of progressive experience in multifamily property management
5+ years in a senior leadership role with oversight of multiple markets
Proven success managing large-scale portfolios (5,000+ units) across various asset types
Strong financial acumen with deep experience in budgeting, forecasting, and institutional reporting
Bachelor's degree in Business, Real Estate, Finance, or related field
Certifications & Technical Skills
Preferred certifications: CAM, CAPS, CPM, CCRM, or similar
Strong understanding of Fair Housing and compliance requirements
Proficiency with enterprise property management systems (Yardi, RealPage, Avid, etc.)
Advanced skills in Microsoft Office Suite, especially Excel and PowerPoint
Skills & Abilities
Expert understanding of multifamily operations: leasing, maintenance, resident experience, budgeting, and capital planning
Strong analytical ability to interpret financial, operational, and compliance reports
Exceptional judgment, problem-solving, and conflict resolution skills
Highly organized with the ability to manage multiple priorities across a large portfolio
Outstanding written and verbal communication skills, with confidence engaging residents, investors, and internal teams
Proven leadership and team-building skills with a collaborative, people-first mindset
A commitment to accuracy, accountability, and operational excellence
💼 Why Join Goldenrod?
At Goldenrod, we are builders, problem solvers, and self-starters. We thrive in a fast-paced, entrepreneurial environment where individuals take ownership, think critically, and execute with precision.
We value speed - but never at the expense of quality. We solve problems, move quickly, and operate with meticulous attention to detail. If you are solutions-driven, embrace challenges, and bring a strong sense of accountability to your work, you'll feel right at home here.
🚀 Ready to lead something extraordinary?
Join Goldenrod and help shape a best-in-class multifamily platform built for long-term success.
👉 Apply today or reach out directly for more information!
Comptroller
Chief finance officer job in San Antonio, TX
A Legacy of Compassion and Impact - Be Part of Something Bigger
For over 75 years, we've been a trusted pillar of care and support, beginning as BCFS (Baptist Child and Family Services) and evolving into what is now the First Day Foundation. Compass Connections continues to deliver life-changing services to vulnerable children and families nationwide. We provide comprehensive shelter, residential care, foster care, adoption, and community-based support services. At Compass Connections, we don't just offer jobs - we offer purpose. Join a mission-driven team that empowers communities, transforms lives, and builds brighter futures every day.
Position Summary
Compass Connections is seeking a qualified on-site Comptroller to oversee the organization's accounting operations, financial reporting, and compliance. This leadership role is responsible for managing budgets, preparing financial statements, analyzing fiscal data, and providing strategic guidance to senior management. The Comptroller will supervise the Finance team, direct departmental operations, and contribute to organizational growth and financial integrity.
Job Opening: Comptroller
Location: San Antonio, TX - Onsite (Not a remote role)
Department: Accounting
Employment Type: Full-Time, Permanent
Salary: $160,000 annually (bi-weekly pay)
Work Schedule: Monday-Friday, 8:00 AM - 5:00 PM
Benefits: Day-one health, vision, and dental insurance for the employee. Optional coverages like voluntary life insurance and spouse and child life insurance, Short-term diss / etc., PTO, Personal days earned quarterly, Vacation, twelve (12) paid holidays, and 403(B) retirement plan.
Qualifications Requirements - PLEASE READ ALL:
REQUIRED: CPA or CMA certification
REQUIRED: Bachelor's degree in Business, Finance, Accounting, or related field
REQUIRED: 5-8 years of financial experience in nonprofit or government contracting
Proficiency in GAAP, financial analysis, and budget management
Strong leadership, communication, and strategic thinking skills
Experience with Acumatica and Microsoft Excel
Master's degree in Business Administration, Accounting, Finance, or related field
preferred.
Key Responsibilities
Lead the Finance department, including supervision, recruitment, and development of the team.
Oversee financial reporting, budgeting, and compliance with federal, state, and local regulations
Prepare and analyze financial statements and dashboards to support executive decision-making
Ensure timely submission of project budgets, narratives, and fiscal reports
Collaborate with procurement to manage vendor records and purchasing compliance
Support business development through financial planning and strategic outreach
Maintain internal controls and support external audits
Administer financial operations related to contracts, leases, and agreements
Participate in proposal development and emergency planning
Ensure accurate representation of agency budgets in Acumatica
Additional Requirements:
Must pass pre-employment drug screening and criminal background checks
Legally authorized to work in the U.S. with a valid driver's license
Ability to lead under pressure and maintain confidentiality
Experience with federal/state emergency financial systems and grant compliance
Strong analytical and problem-solving capabilities
Ability to work independently and collaboratively in a fast-paced environment
Review and Apply Here: *****************************************************************************************************
Learn more about our work and values by visiting our website.
Vice President Asset Management
Chief finance officer job in Dallas, TX
RETS Associates on behalf of our client, a REIT focused on the acquisition, development, ownership and operation of industrial properties, is seeking a Vice President of Asset Management in Dallas, TX. The VP will drive the overall performance of a regional portfolio of institutional quality assets (industrial) to the highest level possible. The Asset Manager serves as the ultimate point of accountability for the financial performance of the portfolio. This position has heavy travel (50%) to oversee the industrial portfolio in Dallas and cover some markets in the South East and Mid-West.
Responsibilities
• Negotiate lease transactions within a portfolio of assets
• Establish and maintain relationships with tenants, including visits to corporate decision-makers
• Hire and work with local leasing brokers to fill vacancies within the portfolio
• Oversee all capital improvements and building expansions
• Travel to all markets and buildings in the portfolio
• Report on the performance of each asset with a comparison to budget and underwriting; make hold/sell recommendations
• Manage the disposition process
• Prepare annual property budgets and business plans
• Work with Acquisitions on underwriting potential deals and approve leasing assumptions
Qualifications
• Bachelor's Degree required; advanced degree preferred
• Minimum 10 years of institutional real estate experience (heavy leasing and operations)
• Experience managing and leading teams of real estate professionals
Financial Operations Analyst
Chief finance officer job in Little Rock, AR
Arkansas Talent Group is looking for an analytical, finance-minded professional with strong financial acumen to support our organization's operational and financial efficiency. The Financial Operations Analyst position involves reviewing, reconciling, and optimizing financial processes while partnering closely with multiple departments. The ideal candidate will be comfortable working with financial data, business systems, and cross-functional teams to ensure accuracy, compliance, and continuous improvement. This is not an accounting role, but rather a operational finance position who must understand accounting and debits/credits. This team sets up the systems, ensures the data is correct so that Accounting can run their processes. Local applicants will only be considered at this time.
Duties:
Manage recurring commission calculations and disbursements according to established incentive plans.
Verify transaction records and ensure alignment between CRM, ERP, and other integrated systems.
Perform reconciliation of accounts linked to partner payouts and related transactions.
Partner with department leaders to coordinate budgeting, forecasting, and broader financial planning efforts.
Investigate and resolve variances, recommending strategies to enhance workflow and reporting accuracy.
Identify and implement process improvements that support scalability and operational transparency.
Participate in upgrades, testing, and deployment of finance-related systems and tools
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a closely related field.
Solid understanding of general accounting practices and principles (recons, debits/credits)
2-5 years of experience in financial operations, analytics, or similar roles.
Advanced proficiency in spreadsheet tools, with ERP system experience preferred.
Strong analytical mindset with excellent problem-solving skills.
Clear and effective communication abilities, verbal and written.
Proven capacity to manage competing priorities and work under time constraints
Familiarity with SQL, dashboard creation, and data visualization software
Experience in workflow optimization or process improvement strategies
High proficiency in Excel; Must be advanced, including pivots, macros, and v-lookups.
Perks:
Competitive Compensation Package 70-80k
Growth opportunity- next level would be senior analyst or lead analyst
Collaboration with top-tier team, strong training, and great environment
Top Tier benefits and above-market retirement matching
Working with an industry veteran who loves training & development
If interested in learning more about this opportunity, apply directly or reach out to Stephanie Shine, Chris Chunn, or anyone at ATG via LinkedIn. This position is a 5-day-a-week in-office role in West Little Rock. Flexibility for certain situations is acceptable.
Arkansas Talent Group is a permanent placement recruitment firm. All job submissions or inquiries will be held confidential.
Finance Director
Chief finance officer job in Amelia, LA
Boyd Gaming Corporation has been successful in gaming jurisdiction in which we operate in the United States and is one of the premier casino entertainment companies in the United States. Never content to rest upon our successes, we will continue to evolve and retain a position of leadership in our industry.
Our past success, our current business philosophies and our sound business planning, combine to position Boyd Gaming Corporation to maximize value for our shareholders, our team members and our communities.
Job Description
Serves as strategic business partner for General Manager and department heads. Responsible for interpreting financial results and collaborating with property leadership to improve financial performance. Leadership responsibility to provide guidance to property leadership on financial implications of operational decisions. Responsible for direct oversight of Cage and property Finance and indirect oversight of Count Team and Receiving/Warehousing.
Understand financial results and collaborate with property leadership to improve financial performance.
Analyze reporting from FP&A center of excellence; provide support and leadership to implement recommendations.
Review financial forecasts with property operational teams and ensure accuracy of property forecasts.
Responsible for the preparation and presentation of financial results to Boyd company executives with support of General Manager and property leadership.
Responsible for the preparation and presentation of operating and capital budgets.
Responsible for property cage and finance teams, including indirect oversight of count teams and receiving/warehousing teams.
Manage property cash levels and ensure property does not have excess cash on hand.
Responsible for internal audit or gaming regulatory audit exceptions and updating property processes as necessary.
Provides continuous coaching, mentoring and development to staff.
Promote, develop and maintain effective communication, interaction, and excellent relationship with department heads, including ensuring their requirements are identified and consistently met.
Perform all functions with the highest level of integrity.
Observe and follow all safety procedures.
Performs all other job related duties as requested.
Qualifications
Bachelor's Degree in Finance, Accounting, or similar area.
Five (5) years supervisory/management experience in a related area.
Five (5) years of demonstrated experience in financial analysis.
Intermediate level skills with Microsoft Excel/Word/Outlook, basic office equipment, and 10-key.
Must be able to obtain/maintain any necessary certifications and/or licenses as required by local gaming regulations.
Excellent written, verbal and public presentation communication skills and demonstrate ability to resolve all situations in a professional manner.
Have initiative, strive for continuous improvement.
Strong team player that has a direct approach and is solution oriented.
Professional appearance and demeanor.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Boyd Gaming is proud to be an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Senior Financial Analyst
Chief finance officer job in Plano, TX
Job Title: Senior Financial Analyst, FP&A
Reports to: FP&A Team Lead
Job Category: Finance & Accounting
Department/Group: FP&A - Capex Planning & Markets
In Office: 4 Days a week in the Plano, TX office - 1 day remote
Compensation - $130,000.00 + 15% bonus
**Please note that this role is for a Financial Analyst with 7+ years of relevant experience *****
NO STEM OR OPT STEM APPLICATIONS PLEASE
POSITION SUMMARY
The Senior Financial Analyst, FP&A will be responsible for supporting the Company's financial forecast, annual budgeting process, and all capex operating plans, including variance and budget analysis and special projects. S/he will provide financial consulting and strategic support to senior management including preparing financial presentations, capital expenditure analysis & planning, industry/peer group comparisons, monthly forecasting and other projects requested by the EVP, VP and Directors.
Advanced Excel skills required as there will be a modeling exercise.
ROLE AND RESPONSIBILITIES
Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures.
Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance and work with respective leaders to develop, implement and track corrective actions needed to return the business to operating targets.
Ad-Hoc Reporting and in-depth analysis to supporting Senior Management Team and Department heads.
Support the preparation of all monthly and quarterly financial reports and related presentations to the Board of Directors and Senior Management Teams.
Support the coordination of the annual budgeting process. Gathering critical budget information, collaborating with operational stakeholders, and participating in budget review sessions.
Develop financial models and analyses to support strategic initiatives.
Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
Partner and develop strong working relationships with various internal business unit heads to provide financial analysis and forecasting to support the business.
QUALIFICATIONS AND EDUCATION REQUIREMENTS
A Bachelors Degree is required - Finance, Accounting, Economics or relevant to FP&A.
Highest standards of accuracy and precision; highly organized.
Articulate with excellent verbal and written communication skills, high EQ.
7+ years' experience in FP&A or transaction services advisory roles.
Outstanding analytic skills, a high degree of intellectual curiosity, must be comfortable engaging with senior leaders in addressing complex business issues and making recommendations from analysis.
This role has no supervisory responsibilities.
High degree of initiative in developing tools and reports to drive the business forward.
Highly technical : Advanced Excel, Tableau or Power BI. Experience with SQL, Dashboards, and/advanced PowerPoint a plus.
Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to **********************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: *
The California Fair Chance Act*Los Angeles City Fair Chance Ordinance *Los Angeles County Fair Chance Ordinance for Employers *San Francisco Fair Chance Ordinance
Senior Financial Analyst
Chief finance officer job in Dallas, TX
The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. At month end, you will be responsible for budget, projection, and actual variance commentary.
Responsibilities
Prepare the company's expense plans and monthly forecasts
Accurately update systems to actual results, forecasts, and budgets
Analyze and provide commentary on variances
Communicate with vendors and ensure on-time processing of vendor allowances
Ensure compliance with internal and external accounting standards and financial policies
Qualifications
Bachelor's degree or equivalent in Finance or Accounting
4+ years' of relevant experience
Proficient in Microsoft Excel
Strong quantitative financial skills
Financial Relationship Consultant
Chief finance officer job in Dallas, TX
The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development
Duration - 6 month contract with possible conversion
Interview Process: Typically 1 virtual Teams interview unless an onsite can be coordinated.
Location: Dallas (75212) - near Trinity Groves area
Schedule: Onsite M-F, 8 AM - 5 PM
Interview Process: 2 rounds of virtual interviews
Qualifications:
Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling
Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker
Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services
Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position)
Preferred:
Bilingual in Spanish preferred; not 100% required
Salesforce CRM experience preferred
Other skill:
Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
Proven customer service skills
Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
Excellent communication skills, both verbal and written, with the ability to speak concisely
Must be team-oriented
Ability to be influential and establish positive working relationships across the organization with various stakeholders
Knowledge of legal entity documentation preferred
Strong attention to detail and accuracy
Strong phone communication skills
Responsibilities:
Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
Proactive customer outreach that is aligned to our high touch / engagement model
Proactive phone calls to both existing and prospective customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc.
Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations.
Assist in community awareness events to increase bank outreach and foster new business opportunities.
Assist management with various operational duties and responsibilities.
Abide by Bank policies, procedures, and regulatory compliance guidelines.
May be asked to provide Saturday Banking Support
Sr. Financial Data Analyst - Power BI, SQL (Onsite; Contract-to-Hire)
Chief finance officer job in Irving, TX
Contract-to-Hire
Salary Conversion Range - $100-120K, DOE
100% onsite
The Senior Financial Data Analyst will be responsible for:
Performing analysis to assess the quality and meaning of data.
Filter Data by reviewing reports and performance indicators to identify and correct code problems.
Identify, analyze, and interpret patterns and trends in data sets could be helpful for the diagnosis and correction.
Assist in the design of processes and systems to monitor data quality, ensuring production data is always accurate and available for key stakeholders and business processes that depend on it.
Working with programmers, engineers, and management heads to identify process improvement opportunities, propose system modifications, and devise data governance strategies.
Building Power BI reports stating trends, patterns, and predictions using relevant data.
Collaborate with data engineers and business teams to improve data models that feed Power BI and increase data accessibility.
Take lead in Data Cataloging, Lineage, Security and Controls for entire data marketplace.
Develop and execute SQL scripts to test data conversions and perform ad-hoc analysis.
Preparing final analysis reports for the stakeholders to understand the data-analysis steps, enabling them to take important decisions based on various facts and trends.
Collaborating across the organization to define key performance indicators (KPI's) and build dashboards that support ongoing reporting and analysis of business results.
Qualifications:
Bachelor's degree in Data Science, Economics, Finance, Accounting, or Computer Science with a focus in quantitative methodologies.
8+ years of data analysis experience and strong experience writing complex queries.
4+ years of data management experience.
3-4 years of proven experience as a Data Analyst or Business Data Analyst (Finance and Accounting experience a plus).
NetSuite Analytics experience - strongly desired
Advanced proficiency in PowerBI, including building and maintaining dashboards.
Advanced proficiency in SQL - writing and managing stored procedures, views, and functions, that rely heavily on analytics functions.
Advanced proficiency with MS Excel (Macros, VBA, V-Lookup, Pivot Tables, etc.).
Proficiency with accounting platforms.
Mastery in converting raw data into valuable datasets.
Knowledge of GAAP.
About PRG
With 20+ years of success in the staffing industry, Peyton Resource Group focuses on matching talent to the precise needs of our clients. Your success is our commitment, and we back up that commitment by only recommending opportunities that align with your goals. Our candidate-centric approach ensures you are in the driver's seat of your career, and our team of recruiters will partner with you and support you every step of the way.
PRG's dedication to service has been widely recognized throughout the industry. PRG has been awarded ClearlyRated's Best of Staffing award for 10+ years, as well as the Business Journal's Best Places to Work in Dallas, San Antonio and Austin.
Senior Financial Analyst
Chief finance officer job in Dallas, TX
Tarvos Talent is looking for a hard working Senior Financial Analyst in the Dallas, Texas area. The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.
Responsibilities
Analyze current and past financial data and performance to make recommendations on profit enhancement
Consistently analyze financial information based on both routine and ad-hoc reports
Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
Communicate financial insights suggesting business issues to management
Qualifications
Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
2 - 5 years' financial analysis and modeling experience
Advanced knowledge of Excel
Experience with BI tools
Please reach out to ************************* or call ************ for immediate and confidential consideration.
Senior Financial Analyst
Chief finance officer job in Houston, TX
The Senior Financial Analyst will play a key role in supporting the financial planning, reporting, and analysis needs of our construction and real estate development operations. This role partners closely with project managers, development teams, accounting, and executive leadership to ensure accurate budgeting, forecasting, and performance reporting across multiple active projects. The ideal candidate brings strong analytical skills, a solid understanding of construction financials, and experience supporting full project lifecycles.
Key Responsibilities
Project Financial Management
Develop, maintain, and refine detailed project budgets, cost forecasts, and cash flow projections for construction and development projects.
Perform budget vs. actual cost analysis, highlight variances, and collaborate with project teams to identify cost drivers, risks, and opportunities.
Support monthly Work-in-Progress (WIP) reporting, including revenue recognition, percentage-of-completion calculations, and margin analysis.
Assist in preparing and updating pro forma financial models for development projects, including scenario analysis, return metrics, and feasibility assessments.
Track and analyze project invoices, commitments, and cost-to-complete reports to support accurate forecasting.
Financial Planning & Analysis
Prepare monthly, quarterly, and annual financial reports for management, lenders, and internal stakeholders.
Support companywide forecasting, long-term planning, and budgeting cycles.
Develop dashboards, KPIs, and performance analysis tools to support operational and strategic decision-making.
Conduct ad hoc financial modeling and analysis for acquisitions, dispositions, capital planning, and new development opportunities.
Cross-Functional Collaboration
Partner with accounting, project management, and development teams to ensure consistent project financial data and reporting accuracy.
Present financial insights, trends, and recommendations to senior leadership.
Qualifications & Requirements
Bachelor's degree in Accounting, Finance, Business, Economics, or related field required.
2-6 years of experience as a Financial Analyst, preferably within the construction, real estate development, or general contracting industry.
Strong understanding of construction cost structures, project financials, and development lifecycles.
Hands-on experience with project budget creation and management, forecasting and cash flow analysis, Budget vs. actual variance analysis
WIP reporting and revenue recognition, Pro forma modeling for development projects
Advanced Excel skills (pivot tables, advanced formulas, financial modeling).
Strong analytical, organizational, and communication skills.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Senior Financial Analyst
Chief finance officer job in Houston, TX
Title: Senior Financial Analyst of Financial Planning & Analysis (FP&A)
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About Us:
We are currently working with a dynamic e-commerce retail giant, that is on the brink of an exhilarating expansion journey. As they gear up to double the number of retail stores in new states across the U.S. and plan strategic acquisitions of other sport-related retail stores, we are seeking a talented and driven Senior Analyst of FP&A to join our finance team.
Why Join Us:
Thriving Expansion: Be part of a team driving the ambitious goal of doubling their market share, and expanding their footprint across new states.
Fast-Paced, Fun Environment: Immerse yourself in a dynamic work culture with a 40-50 hour work week, where every day brings new challenges and opportunities.
Education:
Bachelor's Degree in Accounting, Finance, Business Administration, or equivalent required.
Work Experience:
Job Description:
Minimum of 2+ years of experience, including planning, forecasting, analyzing, reporting, and business partnering.
PROFICIENT IN POWER BI
Previous FP&A or Corporate Finance experience required.
Retail/e-commerce experience is a plus.
Skills:
Partner effectively with internal teams and external stakeholders.
Strategic thinking coupled with the ability to deliver tactical analysis.
Proven track record of delivering high-impact results.
Excellent written, verbal, listening, and presentation skills.
Analytical and process-improvement-oriented mindset.
Advanced Excel skills.
Responsibilities:
Analyze and support annual planning and monthly forecasting processes.
Provide financial planning support for internal business partners.
Deliver weekly, monthly, and quarterly executive reporting.
Interact regularly with senior management to inform and refine business strategies.
Consolidate and analyze departmental/functional plans and forecasts.
Establish clear ownership, timelines, and deliverables.
Leverage internal and external networks to maximize business goals.
Drive accurate forecasting and long-term vision.
Identify and drive process improvements.
Actively participate in new FP&A initiatives.
Compensation:
Up to $120,000 plus bonus.