Finance advisor jobs in Abilene, TX - 1,871 jobs

Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm. Please email your profile to Chris.Willhite@RobertHalf.com. Here is more on the opportunity: Conduct market analyses to evaluate market potential for development of proposed projects Evaluate financial feasibility of proposed projects Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments Communicate with key decision-makers Present key findings of feasibility analyses to executive management Assist executive management with development of business and strategic plans, proposals and presentations Participate with project and task-oriented initiatives Handle other responsibilities as assigned Education and Experience Required Bachelor's Degree with a concentration in Accounting or Finance from a highly regarded university Master's degree preferred Minimum of two years' business experience including financial analysis, accounting and operations Client service experience is preferred Knowledge, Skills, and Abilities Required Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy Analytical and problem-solving skills Basic financial modeling skills Interpersonal, oral and written communication skills Strong organization skills and ability to manage complex tasks and issues concurrently Demonstrate flexibility and positive client- service attitude Self-starter capable of working independently Please email your profile to Chris.Willhite@RobertHalf.com.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. Job Responsibilities Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products Develop investment policy statements and advise on asset allocation Closes sales of complex investment products Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication Build excellent working relationships with internal clients Adhere to internal and external policies and procedures regarding securities transactions and code of conduct Provide guidance to junior staff Required Qualifications, Capabilities, Skills Bachelor's degree required; MBA or CFA preferred Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Seven plus years' experience in Private Banking or Financial Services industry Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning Preferred Qualifications, Capabilities, Skills Ideal candidate has prior experience providing complex investment solutions to individuals In depth experience and/or knowledge of hedge funds, private equity and alternative investments Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals #J-18808-Ljbffr

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives. We recently grew our ownership consortium to include several veterans in financial services as well as the world's leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins' latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins' private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others. We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families' and our Shareholders' money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don't get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available. Associate - Investment Management As an Associate of Investment Management, you will support the Capital Formation Team. You will articulate sophisticated thematic investment strategies to Partners and Team members, build subject matter expertise internally and create investment-focused materials to contribute to the Firm's overall success. This role sits at the intersection of investment strategy, investor communication, and platform growth. You will directly influence how we position sophisticated investment ideas to current and prospective investors. Key Responsibilities: Manage investor due diligence requests and information gathering processes for existing and prospective investors Develop and implement scalable systems for investment analysis and strategy communication Maintain and organize investment content and materials across a wide variety of investment vehicles Create investment-focused collateral to help our Capital Formation Team win Monitor macroeconomic trends and competitive landscape to inform investment positioning Collaborate with senior Team members across investment strategy communication and Capital Formation initiatives Success as an Associate in the Investment Management Team will be measured by your: Ability to synthesize and communicate complex investment concepts effectively Demonstrated understanding of investment due diligence processes Ability to quickly learn the CAZ investment process and philosophy Deliver high-quality work, on time, with exacting attention to detail Proficiency to work within and across Teams to bring success to all members of the Firm Strong organizational skills and drive toward process enhancements Requirements: Bachelor's degree in Finance, Economics, or a related field. Significant progress toward the CAIA, CFA or MBA is preferred 4-6 years of investment industry experience is preferred Ability to work in a fast-paced environment under strict deadlines Demonstrates an entrepreneurial mindset and capacity to think outside the box Working knowledge of alternative investments, including private equity, private credit, venture capital, and hedge funds Experience with, or desire to develop, professional presentation skills Strong organizational and written communication skills with keen attention to detail Understanding of core financial concepts, including accounting and valuation Experience with DealCloud, Bloomberg, and MSCI Caissa software is strongly preferred Highly proficient in Microsoft Excel is a plus Strong understanding of macro- and micro-economic trends and can quickly learn and apply quantitative modeling techniques Compensation and Benefits: Base salary will be commensurate with experience Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability Participation in our matching 401k plan We offer a generous PTO plan, along with an excellent benefits portfolio

Senior FP&A Analyst We are seeking a highly analytical and strategic Corporate FP&A professional to support the CFO in driving the company's financial strategy. This role will play a critical part in shaping the company's growth through operational efficiency, strategic initiatives, mergers & acquisitions and complex transactions. The ideal candidate will have strong financial modeling skills(3 statement modeling), strategic thinking, and experience in investment banking, private equity, or construction finance in a fast-growing, acquisition-driven organization. Key Responsibilities: Partner with the CFO to develop and execute corporate strategies, including long-term planning, capital allocation, and growth initiatives. Collaborate cross-functionally with business units to align financial strategy with operational goals. Monitor performance metrics, key drivers, and trends to guide strategic decision-making. Lead annual budgeting, quarterly forecasting, and long-range planning across decentralized business units. Analyze project-level profitability, backlog, utilization, and working capital trends. Drive variance analysis and performance management across revenue, margins, overhead, and cash flow. Lead financial analysis and modeling for potential mergers, acquisitions, divestitures, and joint ventures. Support multiple capital raise initiatives, including debt, equity, and hybrid instruments. Conduct scenario analysis, valuations, and due diligence to assess strategic opportunities. Prepare and present financial insights, recommendations, and reports to executive leadership and the board of directors. Qualifications: 3+ years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies Strong financial modeling, valuation, 3-statement modeling, and analytical skills. Proven solid experience in FP&A, M&A transactions, capital raises, and strategic initiatives. CFA designation is a strong plus.

FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management. Job Duration : 6-12 Months Pay rate : $23/hr (Summary of Division) Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm. Your Impact (Role Purpose Summary) This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously. Our Impact (Team Function Summary) The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity. How You Will Fulfill Your Potential (Responsibilities Summary) Monitor and investigate reporting breaks, process failures, and booking discrepancies. Work with Sales, Trading, and Technology to resolve technical or trade-related issues. Re-engineer processes to reduce risk and improve efficiency. Participate in technology upgrades and regulatory change projects. Continually refine workflows to improve quality, reduce errors, and meet operational targets. Skills - Basic Qualifications Summary Bachelor's degree and 0-3 years of experience, ideally in financial operations. Strong technical aptitude, Microsoft proficiency, and high attention to detail. Skills - Preferred Qualifications Summary Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support. Strong communication, relationship-building, and problem-solving abilities. Ability to handle pressure, multitask, and anticipate issues proactively. Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 9 out of 10 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.

It's about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Financial Advisor Assistant role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor Assistant, you provide support to financial advisors and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization and you take this as an opportunity to build long lasting relationships with all individuals in the organization. You have the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience Participate in daily workflow of account administration to ensure that schedules are met and all questions are answered Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Demonstrated customer service skills Excellent written and verbal communication skills Proficiency in Microsoft computer applications Additional Preferred Skills: Have an active FINRA in Series 7 and Series 63 and 65 or 66 or ability to obtain within 90 days Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Work Schedule Monday-Friday, plus some Saturdays as Required Sample Schedule: 8am-5pm, 9am-6pm, etc Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications * Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* Shift: 1st shift (United States of America) Hours Per Week: 40

Houston, Texas, United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $175,000 - $225,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **:** TD Securities' Energy & Power Investment Banking group is searching for an Associate to join its growing team in Houston. We meet our clients' needs every day by providing them with sophisticated knowledge of capital markets and precise execution capabilities. At TD Securities, we believe that diversity is critical to our success in the competitive global marketplaces and we embrace people with a wide range of unique experiences and abilities. **Job Description** + Work within a deal team under the overall direction of a senior banker; + Develop a general understanding of TD's product offerings; + Develop and maintain a strong understanding of the energy industry as well as the overall financial markets; + Research and analyze clients' financial situations, industry and market data, and mergers and acquisition opportunities; + Conduct the valuation of assets and companies (both private and public); + Perform complex financial and M&A modeling; + Prepare external client proposals and internal memos; + Prepare client presentations and marketing materials; + Assist with the training and mentorship of more junior team members; + Maintain confidentiality of client information; + Establish an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank. **Job Requirements** + Applicants should have completed an undergraduate degree; + Prior experience within investment banking (or equivalent) is preferred; + Well-organized, detail oriented and able to work under pressure and adhere to tight deadlines; + Establish priorities and work independently with minimal supervision; + Superior financial and analytical skills; + Strong verbal and written communication abilities; + Proactive and highly motivated. Able to work independently as well as in a team environment. **Depth & Scope:** + Works within a deal team under the overall direction of a senior officer + Researches and analyzes clients' financial situations, industry and market data, and mergers and acquisition opportunities + Values private and public companies + Performs complex financial and M&A modeling + Prepares external client proposals and internal underwriting memos + Prepares client presentations based upon the above + Assists with client negotiations and documentation + Researches and analyzes clients' financial situations, industry and market data, and M&A opportunities + Provides structure, transactional and marketing support at a professional and subject matter expert level to support senior team members as required + Recommends and implements solutions, as well as providing advanced analysis or specialized work requiring specialized/advanced knowledge for own area of responsibility + Develops and maintain contacts with market participants + Provides updates regarding institutional/retail demand and remaining TD liability for equity deals + Works closely with/oversees junior colleagues to ensure accuracy + Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank + Maintains confidentiality of client information + Keeps fully informed on market data, economic information and key industry developments as well as regulatory standards at all times to assist in maximizing profitability through sound and well informed decisions + Direct, train and develop staff to enable them to meet challenges, department objectives and achieve full potential + You are required to demonstrate governance, control and risk management behaviors in alignment with TD policies and practices. **Education & Experience:** + 3+ years of related experience + Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics + Series 7, 79 and 63 **Who We Are** TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

HilltopSecurities is looking to hire an Investment Banker Associate. The Associate will be responsible for analyzing and structuring tax-exempt and taxable debt and derivative transactions for an array of public finance clients. Undergraduate degree in accounting, business, economics, engineering, finance or mathematics and MUST have 1-2 years previous Public Finance experience Excellent quantitative skills Strong interpersonal communication skills and attention to detail Strong computer skills utilizing Excel, Word and PowerPoint Ability to communicate in writing clearly and concisely Ability to verbally communicate effectively with others Ability to make critical decisions while following company procedures Ability to be truthful and be seen as credible in the workplace Ability to get along well with a variety of personalities and individuals Demonstrated interest in public sector/community service The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Work with senior investment bankers in evaluating and analyzing public sector client financial positions and transactions. Provide extensive financial analysis using spreadsheet and industry-specific software packages. Prepare financial proposals and in-depth presentations for current and prospective financial advisory and underwriting clients. Assist with client and marketing responsibilities (include making presentations to clients and bond rating agencies regarding financing opportunities).

Doeren Mayhew Capital Advisors (DMCA) is a middle-market investment banking firm with offices in Michigan and Texas. Leveraging 30 years of deal-making experience, the firm s team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size. Unlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 50 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. If you want to join a rising investment bank and thrive on critical analysis, creative problem solving and collaborative teamwork, our investment bank is the right place for you! Doeren Mayhew Capital Advisors is seeking an Associate to join our team. The investment banking professional should have 2-4 years of M&A experience. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The ideal candidate will possess skills in both finance and accounting. We offer great growth potential as a key part of a highly regarded firm, and accordingly, many opportunities for expedited professional development. Securities offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA/SIPC. Responsibilities: Participating in all aspects of transactions, from pitching clients to closing deals. Responsible for overseeing analysts daily tasks. Creating offering memoranda and pitch books, financial analysis/modeling, marketing idea creation/execution, participating in conference calls and meetings. Working with the firm's senior deal makers to support and lead various aspects of client engagements, business development, marketing activities and day-to-day operations. Ensuring first-rate deliverables for internal and external end-users. Attention to detail and the ability to self-edit are critical. Qualifications: Bachelor s degree in Finance, Accounting or related field. Minimum 2-4 years of investment banking or M&A employment strongly preferred. Motivated self-starter who excels in both independent and team-oriented environments. Superior work ethic and commitment to high-quality results. Ability to drive deliverables with minimal oversight. Proficient in financial modeling, writing and presentation skills to support deals. Articulate, with exceptionally strong communication skills. Superior attention to detail. Advanced knowledge of Excel and PowerPoint to perform responsibilities. Ability to effectively, interact with senior executives and business owners. Must be able to commute to the Houston office. Doeren Mayhew Capital Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability'; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law.

2027 Global Investment Banking Summer Analyst - Houston What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client- facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets' Houston office recruits for the Energy industry group. As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Summer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC's high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: 609 MAIN STREET:HOUSTON City: Houston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-30 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Performs duties in support of any number of areas associated with corporate finance which may include treasury analysis, treasury systems management, credit card program management, business planning, strategic planning, and risk management. EDUCATION Bachelor's degree in Business Administration or other Business related field, Finance or Accounting (Required) Master's degree in Business Administration, Finance, Engineering or Accounting may be substituted for one year of experience (Preferred) EXPERIENCE Assoc- 0-2 years' experience in a broad range of finance and accounting functions including treasury cash management and forecasting, budgeting, accounting, or risk management (Required) Analyst-2 Years + experience in a broad range of finance and accounting functions including treasury cash management and forecasting, budgeting, accounting, or risk management. (Required) Senior- 5+ years of experience in a broad range of finance and accounting functions including treasury cash management and forecasting, budgeting, accounting, or risk management. (Required) Staff- 8+ years of experience in a broad range of finance and accounting functions including treasury cash management and forecasting, budgeting, accounting, or risk management. (Required) LICENSE/CERTIFICATIONS There is no Certification or Licensure Listed ESSENTIAL RESPONSIBILITIES Responsibilities may fall in the following areas associated with corporate finance: TREASURY ANALYSIS Performs the administration of bank accounts associated with vendor payments, payroll, and medical claims while adhering to and supporting cash management policies and procedures. Prepares the daily owner funding requests, weekly cash forecasts and reconciliation of all bank account balances. Provides data to the Accounting Department to support ledger entries and bank statement reconciliation's. Transmits all required data files to the bank - Vendor ACH, Payroll Direct Deposit, A/P Positive Pay, Payroll Positive Pay. Ensures timely deposit of miscellaneous checks. Resolves positive pay exceptions as required. Performs cash management reporting including monthly metrics and trends, performs check stop payments and voids. Serves as coordinator for all site internal audits. Establishes goals and metrics for the Treasury/Cash Management department. TREASURY SYSTEMS Performs duties in support of all areas of Treasury Coordinate funding process at STPNOC Serves as the point of contact for Finance departmental hardware and Treasury related software issues CREDIT CARD PROGRAM COORDINATION Provides coordination and training for the site's credit card program. Provides reports to department managers on credit card purchases. Assists credit card custodians and individual users with purchase disputes. Initiates approved credit card changes and cancellations. Conducts site wide training. BUSINESS PLANNING SUPPORT Coordinates efforts for the development, implementation, and assessment of the STP Business Plan, including various graphical and interpretative analysis. Assists in business planning timeline development. Coordinates budget review meetings. Coordinates development of the business plan document. Develop station and industry comparative reports and presentation materials. Interfaces and supports owners and senior management relating to monthly and annual operating results and projections. Perform benchmarking studies to compare STP and other utility/industry performance. Maintain industry databases (i.e., INPO, EUCG) STRATEGIC PLANNING SUPPORT Provides support of the site strategic planning process. Assists with strategic plan updates and maintenance. Tracks and statuses strategic plan action items. RISK MANAGEMENT Support the risk management department regarding all aspects of the risk management program. Facilitate the identification of risks throughout the organization Develop / implement methodologies for risk assessment Compile underwriting information, coverage placement, claims administration, loss forecasting and analysis to assist in risk reduction. Prepare insurance activity reports. Manage activities involved with lawsuit and/or claims at STP including research and review of documentation, coordinating interrogatories, personnel interviews and discovery request. OTHER RESPONSIBILITIES Accept ERO position as needed. Accept outage position as needed. Maintains employee/contractor access to site's employee travel agency service. Assists in developing the departmental budget and monitor budget performance. Develops and documents all related policies and procedures. SPECIAL SKILLS, KNOWLEDGE AND QUALIFICATIONS Ability to obtain and maintain unescorted access. Ability, with direction, to implement Sarbanes-Oxley as applicable to STP. Ability to use personal computer with proficiency for word processing, spreadsheet software, statistical databases and ability to learn specific financial software as needed. Ability to analyze, interpret and present data in reports and charts. Demonstrates strong self-management and ability and flexibility to adapt to new situations. Ability to exercise sound judgment. Demonstrates team player characteristics in all aspects of the job. Strong written and oral professional communication and statistical analysis skills. Ability to write complete, concise, clear reports demonstrating knowledge of company and station operations, procedures and policies. Proven ability to use a personal computer and current software to create and maintain statistical databases, use scheduling and word-processing programs. Posting closes- June 2, 2020

Full-time Description We are ERock! Enchanted Rock is a leader and innovator of Electrical Resiliency-As-A-Service. Our advanced dual-purpose microgrids protect companies, critical infrastructure, and communities from unexpected power outages, ensuring business continuity and civic durability. Enchanted Rock's dual-purpose microgrids use natural gas and renewable natural gas (RNG) to drive the nation's most dependable microgrids - all while producing significantly lower to zero carbon emissions than traditional diesel backup generators. Powered by GraniteEcosystem™, our revolutionary software system, Enchanted Rock solutions provide 24/7/365 monitoring, optimization, and forecasts to enable worry-free, reliable power for businesses. The Enchanted Rock solution brings together patented technologies, advanced dual-purpose microgrid designs and integrated end-to-end services. The Power is On and we keep it on. What you'll do… As Senior Corporate Finance Analyst, you will play a critical role in shaping Enchanted Rock's capital structure and strategic financial decisions. This position focuses on corporate equity and debt financial modeling, valuation, benchmarking, and capital markets readiness. You will collaborate closely with FP&A on the enterprise financial model, support the Investor Relations function through refinement of investor-valued KPIs, and work directly with investment bankers and external advisors to support capital raising and strategic transactions. Key Responsibilities: Owning and enhancing the investor-facing corporate financial model (IS/BS/CF) to evaluate equity and debt financing strategies, covenant compliance, and liquidity scenarios Developing financial insights and evaluations for equity, debt, and hybrid instruments, including sizing, pricing, dilution/accretion, leverage trajectory, and rating-agency metrics Supporting capital markets activities by preparing investor-facing materials, working closely with investment bankers, and coordinating diligence for financing transactions Delivering Investor Relations work products to identify and refine KPIs valued by investors (e.g., Adjusted EBITDA, backlog, Free Cash Flow, leverage ratios) and integrate them into guidance and disclosures Conducting comparable company analysis and benchmarking across peers in energy and industrial sectors; maintaining valuation frameworks (DCF, SOTP, precedent transactions, trading comps) Evaluating strategic transactions including M&A, joint ventures, SPV financings, and minority investments; building deal models and coordinating cross-functional diligence Collaborating with FP&A on forecasts and scenario planning to align capital structure decisions with operational performance Preparing Board-level presentations and special reports summarizing capital structure, liquidity outlook, and strategic options Requirements Required Qualifications & Experience: 2-3 years of relevant experience in corporate finance, investment banking, or related fields BS/BA in Finance, Accounting, or related discipline Advanced proficiency in Excel and PowerPoint; familiarity with Bloomberg/FactSet/CapIQ. Experience and/or strong knowledge of financial reporting and filings and investor presentation development Strong analytical and communication skills; ability to manage multiple priorities Ability to be detailed oriented while thinking strategically Energy sector experience preferred Ability to work in a fast paced, and rapidly growing environment Nice to Have: Deep experience in corporate finance, investment banking, or corporate development, with strong modeling and valuation skills Understand capital structure mechanics, rating-agency methodologies, and investor KPI frameworks Fluency in legal documents, including corporate agreements, financial agreements, and customer contracts Excel at building integrated financial models and translating complex analytics into clear, actionable narratives Demonstrate strong organizational skills, adaptability, and ability to thrive in a fast-paced environment Communicate effectively with senior leadership and external stakeholders Thorough understanding of accounting principles, practices, and policies Strong critical thinking and problem-solving mindset Excellent organizational skills and attention to detail Flexibility and adaptability to operate successfully in a fast-paced, collaborative environment Excellent listening, interpersonal, written, and oral communication skills Highly self-motivated and directed Your Rewards! Medical, Dental, Vision, and Prescription Drug Insurance Company-Paid Life Insurance Flexible Spending Account (FSA) Wellness Programs and Incentives 401(k) Retirement Plan & Company Match Paid Time Off - Sick & Vacation Time Paid Holidays Hybrid Work Schedule! Cool Open-Office Concept Do you have what it takes to join the Enchanted Rock team? Send us your resume today. Be yourself and keep it useful, funny, and cool! The physical demands described here 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. Enchanted Rock is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. At Enchanted Rock, we embrace diversity, including all the unique characteristics that make us human: race, age, sexual orientation, gender identity, religion, disability, and education - to name a few. We understand and recognize that diverse backgrounds and perspectives strengthen our teams and our business. The foundation of our diversity efforts is closely tied to our core values specifically our value of “The Team” which includes “Mutual Respect, Openness, and Honesty.”

Job Level: Mid Level Home District/Group: South Central District Department: Operational Finance Market: Transportation Employment Type: Full Time The Financial Analyst will be focused on supporting a project in the areas of project management, business operations, accounting, finance, regulatory compliance, and other related reporting functions. This person will be skilled in executing processes and utilizing reporting software to create visual presentations from various types of data for executive leaders, leveraging strong Excel skills to organize, dissect, and analyze raw datasets. This position will collaborate with project and district level management, providing trusted insight into the reporting and health of a project. The primary focuses of this position include evaluating construction job costs, data reporting/analysis, budgeting/forecasting, revenue recognition, and report generation for executive management leaders. Additionally, proficiency with AI tools and functions is a plus. These tools can enhance data analysis and reporting capabilities, such as using predictive analytics for budgeting and revenue forecasting, machine learning algorithms to identify trends and anomalies in construction job costs, and natural language processing to automate the generation of insightful reports for executive management leaders. District Overview Kiewit's South-Central District is one of Kiewit's leading infrastructure districts specializing in heavy civil and transportation markets. We are looking for individuals who are passionate about infrastructure and committed to the construction industry as opposed to engineering design. Location Projects are primarily based in New Orleans & Baton Rouge, Louisiana with additional opportunities across the country. This position is project-focused and may require relocation as needed from project to project. Responsibilities * Create, review, and update various project reports and make appropriate corrections to ensure accurate reporting for management. * Develop and manage a plan to maintain compliance with local, state, and federal regulations. * Recommend actions by analyzing/interpreting data, making comparative analyses, and studying proposed changes in methods and materials. * Develop key performance indicators and compare current progress to historical data to study variances. * Prepare, review, and update weekly/monthly progress reports such as cash flow forecasts, cost and revenue forecasting, and executive management summaries. * Coordinate with project teams to assess reporting and identify risks to create accurate forecasts. * Drive continuous improvement for the project and be a proponent for positive change. * Recognize the importance of being a team player by adapting to project needs and helping in other areas as needed. * Foster relationships with the operations team and show a willingness to learn about the work. Qualifications * Must have at least 3 years of experience working as a Data Analyst, Business Analyst, Financial Analyst, or other related role. * Advanced MS Excel skills (pivot tables, v-lookups, etc.) with the ability to organize, dissect, and analyze large datasets. * Strong technical knowledge of Power BI, SQL, Python, and other related reporting software. * Bachelor's degree in a related field is required; Construction industry experience preferred. * Ability to gather data and create reports by collaborating with multiple project teams and personnel. * Strong attention to detail with the ability to identify and correct discrepancies. * Effective oral and written communication, organization, and interpersonal skills. * Positive attitude, eagerness to learn, and passion for continuous improvement. * Ability to work well independently and as part of a team. #LI-JR1 Other Requirements: * Regular, reliable attendance * Work productively and meet deadlines timely * Communicate and interact effectively and professionally with supervisors, employees, and others individually or in a team environment. * Perform work safely and effectively. Understand and follow oral and written instructions, including warning signs, equipment use, and other policies. * Work during normal operating hours to organize and complete work within given deadlines. Work overtime and weekends as required. * May work at various different locations and conditions may vary. We offer our fulltime staff employees a comprehensive benefits package that's among the best in our industry, including top-tier medical, dental and vision plans covering eligible employees and dependents, voluntary wellness and employee assistance programs, life insurance, disability, retirement plans with matching, and generous paid time off. Equal Opportunity Employer, including disability and protected veteran status #LI-AB3

Founded in 1965 by Mack Pogue as Lincoln Property Company, Willow Bridge Property Company is one of the United States' most respected full-service residential property companies, operating a successful portfolio in 75 markets. Headquartered in Dallas, Texas, Willow Bridge proudly employs over 5,500 team members, has built over 200,000 apartments and manages 220,000 units for its clients. To learn more, visit willowbridgepc.com. We create places people want to call home - starting with you. With decades of proven success, Willow Bridge is a national leader in residential property management and development, active in 29 states and managing more than 230,000 apartment homes across the U.S. At Willow Bridge, our purpose drives everything we do. Whether you're launching your career or looking to take the next step, we're here to support your growth with intention, flexibility, and real opportunities to make an impact. The Willow Bridge Summer Internship Program is a 9-week experience designed to provide valuable hands-on work with a national leader in the property management industry. Your summer with Willow Bridge will include: * A 3-day orientation experience at HQ in Dallas, TX with opportunities to network and hear from senior leadership * Weekly internship meetings consisting of professional workshops, leadership speakers, and meaningful conversations * The opportunity to showcase your interests and learnings through a final project presentation to leadership at the conclusion of the program The program will run from June 1 - July 31, 2026. Responsibilities Responsibilities: We're currently hiring a Financial Analyst Intern to work with our team based in Austin, TX. We are looking for an entrepreneurial-minded person who enjoys building relationships with their team and customers. Does that sound like you? Become part of the Willow Bridge family and grow your career path today! * Learn how to monitor/evaluate multifamily market conditions, including rental rates, occupancy trends, leasing concessions, & construction delivery schedules * Assist Regional Management team with property-level & portfolio-level operational strategies based on market research, to include historical market trending and performance forecasting * Support Asset Managers on requests involving market rent analysis, market saturation analysis, lease-up absorption analysis, etc. * Shadow the underwriting/proforma process for potential business * Additional tasks as assigned * Check assigned email regularly * Check in with assigned manager and internship program directors regularly to report progress, questions, and any concerns that may arise Qualifications Qualifications: * Interest or desire to work in property management, real estate, or finance * Strong analytical skills & ability to grasp new concepts quickly. * Strong written and verbal skills. * Ability to maintain sensitive and confidential information. * Strong problem-solving skills. * Must display intellectual curiosity and eagerness to learn. * Must be a rising Junior or Senior for a degree in Finance, Real Estate, Business Administration, or related field from an accredited college or university at the time of the first day of the program

A leading financial institution is seeking a Private Banker to join their U.S. Private Bank team in Dallas. The role involves advising clients on wealth management, investing strategies, and ensuring exceptional client relationships. Qualified candidates will have a Bachelor's degree, three years of experience in financial services, and proven sales success. This position requires Series 7, 66, and Insurance licenses. The firm values initiative and strong client focus within a collaborative environment. #J-18808-Ljbffr

Analyst Corporate Finance Assoc/Senior/Staff SUMMARY-Performs duties in support of any number of areas associated with corporate finance which may include treasury analysis, treasury systems management, credit card program management, business planning, strategic planning, and risk management. EDUCATION Bachelors degree in Business Administration or other Business related field, Finance or Accounting (Required) Masters degree in Business Administration, Finance, Engineering or Accounting may be substituted for one year of experience (Preferred) EXPERIENCE Associate-2 Years + experience in a broad range of finance and accounting functions including treasury cash management and forecasting, budgeting, accounting, or risk management. (Required) Senior- 5+ years of experience in a road range of finance and accounting functions including treasury cash management and forecasting, budgeting, accounting, or risk management. (Required) Staff- 8+ years of experience in a broad range of finance and accounting functions including treasury cash management and forecasting, budgeting, accounting, or risk management. (Required) LICENSE/CERTIFICATIONS There is no Certification or Licensure Listed ESSENTIAL RESPONSIBILITIES Responsibilities may fall in the following areas associated with corporate finance: TREASURY ANALYSIS Performs the administration of bank accounts associated with vendor payments, payroll, and medical claims while adhering to and supporting cash management policies and procedures. Prepares the daily owner funding requests, weekly cash forecasts and reconciliation of all bank account balances. Provides data to the Accounting Department to support ledger entries and bank statement reconciliation's. Transmits all required data files to the bank - Vendor ACH, Payroll Direct Deposit, A/P Positive Pay, Payroll Positive Pay. Ensures timely deposit of miscellaneous checks. Resolves positive pay exceptions as required. Performs cash management reporting including monthly metrics and trends, performs check stop payments and voids. Serves as coordinator for all site internal audits. Establishes goals and metrics for the Treasury/Cash Management department. TREASURY SYSTEMS Performs duties in support of all areas of Treasury Coordinate funding process at STPNOC Serves as the point of contact for Finance departmental hardware and Treasury related software issues CREDIT CARD PROGRAM COORDINATION Provides coordination and training for the site's credit card program. Provides reports to department managers on credit card purchases. Assists credit card custodians and individual users with purchase disputes. Initiates approved credit card changes and cancellations. Conducts site wide training. BUSINESS PLANNING SUPPORT Coordinates efforts for the development, implementation, and assessment of the STP Business Plan, including various graphical and interpretative analysis. Assists in business planning timeline development. Coordinates budget review meetings. Coordinates development of the business plan document. Develop station and industry comparative reports and presentation materials. Interfaces and supports owners and senior management relating to monthly and annual operating results and projections. Perform benchmarking studies to compare STP and other utility/industry performance. Maintain industry databases (ie, INPO, EUCG) STRATEGIC PLANNING SUPPORT Provides support of the site strategic planning process. Assists with strategic plan updates and maintenance. Tracks and statuses strategic plan action items. RISK MANAGEMENT Support the risk management department regarding all aspects of the risk management program. Facilitate the identification of risks throughout the organization Develop / implement methodologies for risk assessment Compile underwriting information, coverage placement, claims administration, loss forecasting and analysis to assist in risk reduction. Prepare insurance activity reports. Manage activities involved with lawsuit and/or claims at STP including research and review of documentation, coordinating interrogatories, personnel interviews and discovery request. OTHER RESPONSIBILITIES Accept ERO position as needed. Accept outage position as needed. Maintains employee/contractor access to site's employee travel agency service. Assists in developing the departmental budget and monitor budget performance. Develops and documents all related policies and procedures. SPECIAL SKILLS, KNOWLEDGE AND QUALIFICATIONS Ability to obtain and maintain unescorted access. Ability, with direction, to implement Sarbanes-Oxley as applicable to STP. Ability to use personal computer with proficiency for word processing, spreadsheet software, statistical databases and ability to learn specific financial software as needed. Ability to analyze, interpret and present data in reports and charts. Demonstrates strong self-management and ability and flexibility to adapt to new situations. Ability to exercise sound judgment. Demonstrates team player characteristics in all aspects of the job. Strong written and oral professional communication and statistical analysis skills. Ability to write complete, concise, clear reports demonstrating knowledge of company and station operations, procedures and policies. Proven ability to use a personal computer and current software to create and maintain statistical databases, use scheduling and word-processing programs.

Job DescriptionDescription: We are ERock! Enchanted Rock is a leader and innovator of Electrical Resiliency-As-A-Service. Our advanced dual-purpose microgrids protect companies, critical infrastructure, and communities from unexpected power outages, ensuring business continuity and civic durability. Enchanted Rock's dual-purpose microgrids use natural gas and renewable natural gas (RNG) to drive the nation's most dependable microgrids - all while producing significantly lower to zero carbon emissions than traditional diesel backup generators. Powered by GraniteEcosystem™, our revolutionary software system, Enchanted Rock solutions provide 24/7/365 monitoring, optimization, and forecasts to enable worry-free, reliable power for businesses. The Enchanted Rock solution brings together patented technologies, advanced dual-purpose microgrid designs and integrated end-to-end services. The Power is On and we keep it on. What you'll do… As Senior Corporate Finance Analyst, you will play a critical role in shaping Enchanted Rock's capital structure and strategic financial decisions. This position focuses on corporate equity and debt financial modeling, valuation, benchmarking, and capital markets readiness. You will collaborate closely with FP&A on the enterprise financial model, support the Investor Relations function through refinement of investor-valued KPIs, and work directly with investment bankers and external advisors to support capital raising and strategic transactions. Key Responsibilities: Owning and enhancing the investor-facing corporate financial model (IS/BS/CF) to evaluate equity and debt financing strategies, covenant compliance, and liquidity scenarios Developing financial insights and evaluations for equity, debt, and hybrid instruments, including sizing, pricing, dilution/accretion, leverage trajectory, and rating-agency metrics Supporting capital markets activities by preparing investor-facing materials, working closely with investment bankers, and coordinating diligence for financing transactions Delivering Investor Relations work products to identify and refine KPIs valued by investors (e.g., Adjusted EBITDA, backlog, Free Cash Flow, leverage ratios) and integrate them into guidance and disclosures Conducting comparable company analysis and benchmarking across peers in energy and industrial sectors; maintaining valuation frameworks (DCF, SOTP, precedent transactions, trading comps) Evaluating strategic transactions including M&A, joint ventures, SPV financings, and minority investments; building deal models and coordinating cross-functional diligence Collaborating with FP&A on forecasts and scenario planning to align capital structure decisions with operational performance Preparing Board-level presentations and special reports summarizing capital structure, liquidity outlook, and strategic options Requirements: Required Qualifications & Experience: 2-3 years of relevant experience in corporate finance, investment banking, or related fields BS/BA in Finance, Accounting, or related discipline Advanced proficiency in Excel and PowerPoint; familiarity with Bloomberg/FactSet/CapIQ. Experience and/or strong knowledge of financial reporting and filings and investor presentation development Strong analytical and communication skills; ability to manage multiple priorities Ability to be detailed oriented while thinking strategically Energy sector experience preferred Ability to work in a fast paced, and rapidly growing environment Nice to Have: Deep experience in corporate finance, investment banking, or corporate development, with strong modeling and valuation skills Understand capital structure mechanics, rating-agency methodologies, and investor KPI frameworks Fluency in legal documents, including corporate agreements, financial agreements, and customer contracts Excel at building integrated financial models and translating complex analytics into clear, actionable narratives Demonstrate strong organizational skills, adaptability, and ability to thrive in a fast-paced environment Communicate effectively with senior leadership and external stakeholders Thorough understanding of accounting principles, practices, and policies Strong critical thinking and problem-solving mindset Excellent organizational skills and attention to detail Flexibility and adaptability to operate successfully in a fast-paced, collaborative environment Excellent listening, interpersonal, written, and oral communication skills Highly self-motivated and directed Your Rewards! Medical, Dental, Vision, and Prescription Drug Insurance Company-Paid Life Insurance Flexible Spending Account (FSA) Wellness Programs and Incentives 401(k) Retirement Plan & Company Match Paid Time Off - Sick & Vacation Time Paid Holidays Hybrid Work Schedule! Cool Open-Office Concept Do you have what it takes to join the Enchanted Rock team? Send us your resume today. Be yourself and keep it useful, funny, and cool! The physical demands described here 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. Enchanted Rock is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. At Enchanted Rock, we embrace diversity, including all the unique characteristics that make us human: race, age, sexual orientation, gender identity, religion, disability, and education - to name a few. We understand and recognize that diverse backgrounds and perspectives strengthen our teams and our business. The foundation of our diversity efforts is closely tied to our core values specifically our value of “The Team” which includes “Mutual Respect, Openness, and Honesty.”