Finance advisor jobs in Killeen, TX

MHW Search has partnered with a Multifamily/Industrial Investment firm in Dallas that has over $1bn in AUM. We are seeking a highly motivated Investment Associate with 1-3 years of experience and a strong background in industrial acquisitions, underwriting, and financial modeling. This individual will play a key role within a lean, fast-moving investment team and will support the full investment life cycle - from sourcing support and underwriting through due diligence, execution, and asset-level analysis. The ideal candidate is detail-oriented, analytical, and comfortable balancing multiple workstreams while working closely with senior leadership across acquisitions, development, capital markets, and asset management. KEY RESPONSIBILITIES Acquisitions & Underwriting Underwrite industrial acquisition and development opportunities using Argus and Excel-based models. Conduct rent, sales, and market comps across targeted industrial submarkets. Run sensitivity analyses and prepare return metrics for investment scenarios. Support investment memos and underwriting packages for internal and investment committee review. Market Research & Strategy Track industrial market trends, supply/demand dynamics, tenant movement, and capital markets activity. Maintain pipelines, broker/owner databases, and market intelligence. Assist in identifying new industrial markets and investment strategies. Due Diligence & Transaction Execution Participate in due diligence processes for acquisitions and developments. Coordinate third-party reports (environmental, engineering, appraisal) and support legal documentation review. Assist in closing processes and cross-functional deal execution. Portfolio & Asset Support Support asset management initiatives, including model updates and business plan reviews. Analyze leasing economics, tenant credit, and operating performance. Assist in preparing reporting and asset summaries. QUALIFICATIONS 1-3 years of experience in real estate investments, acquisitions, asset management, or capital markets. Industrial experience strongly preferred. Argus proficiency required (Enterprise or DCF). Advanced Excel modeling and financial analysis skills. Experience supporting investment committee processes or preparing IC materials. Strong organizational skills and ability to manage multiple priorities in an entrepreneurial environment. Bachelor's degree in Finance, Real Estate, Economics, or related field.

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

Who you are: Passionate about data, communications, and content creation, preferably in the real estate and private equity industry. You are someone who enjoys speaking with people and are excited to build the DPEG network through public relations, social media, and strong interpersonal skills. You are highly skilled at and enjoy building long-term relationships. Duties:- Develop, maintain and strengthen relationships with DPEG investors and partners.- Keep our investment management CRM system updated accurately throughout all projects and partners.- Provide timely and accurate information to investors regarding investment opportunities, project details (closings, new leases, etc.), distribution and end of year tax documents.- Prepare and distribute press releases, presentations, and other investor communications.- Excellent communication skills with the ability to effectively present complex financial information to diverse audiences in a simple way.- Work cross-functionally with accounting and finance teams to ensure investor funds are accounted for accurately.- Coordinate investor meetings, conferences, and roadshows.- Conduct market research and analysis to identify trends and investor sentiment.- Monitor and analyze financial markets, industry trends, and competitor activities.- Stay updated on industry best practices and developments in investor relations. Requirements:- Bachelor's degree in finance, business administration, or a related field. - Proven experience in investor relations, sales, or financial services. - Strong knowledge of investment management principles and practices. - Proficiency in basic accounting, financial reporting and banking operations. - Familiarity with SEC regulations and compliance requirements. - Ability to build and maintain relationships with investors, analysts, and other stakeholders. - Detail-oriented with strong organizational skills. Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization. Supplemental pay types: Bonus opportunities Ability to commute/relocate: Stafford, TX 77477: Reliably commute or planning to relocate before starting work (Required) Experience: Microsoft Office: 4 years (Preferred) Sales: 4 years (Preferred) Personable (be able to build relationships with all our investors and get to know them through trust, rapport and understanding) Supplemental Pay: Bonus opportunities Job Type: Full-time Schedule: 8 hour shift Work Location: In person

As a SAP FICO Functional Test Lead, you will act as a validation and quality assurance expert and ensure that SAP Finance applications meet business requirements and deliver high-quality, defect-free outcomes. You will be responsible for requirement analysis, test strategy definition, test design, and execution leadership. You will collaborate with cross-functional teams across onsite and offshore locations, working within a culture that values teamwork, continuous learning, excellence, and diversity. Required Qualifications Bachelor's degree or foreign equivalent from an accredited institution (In lieu of degree, three years of progressive experience may be considered per year of education.) 4+ years of Information Technology experience Strong understanding of testing processes and the end-to-end testing life cycle Excellent verbal and written communication skills Preferred Experience Proven experience as SAP Functional Test Lead - SAP FICO, including implementation, rollout, upgrade, and enhancement projects Experience managing S/4 HANA testing environments is highly preferred Strong functional knowledge of SAP FICO modules, including: Accounts Payable (AP) Accounts Receivable (AR) General Ledger (GL) Product Costing Material Ledger Margin Analysis Asset Accounting Controlling (CO) - end-to-end business processes Experience working in a global onsite-offshore delivery model Hands-on experience in: Test planning & strategy Impact analysis Risk identification & management Test execution leadership Good knowledge of SAP integration testing, regression testing, and test automation practices for SAP S/4 HANA Ability to lead and manage customer stakeholders and internal teams throughout the testing lifecycle Experience conducting and driving defect triage meetings Ability to prepare and deliver test-related reporting including: Daily status reports Weekly & monthly dashboards Test metrics tracking Ability to identify and propose tools/technologies aligned with the broader testing function Strong knowledge of modern testing techniques, tools, and industry methodologies Hands-on experience with SAP test automation tools such as Tosca or Worksoft Strong collaboration skills with SI partners, IT teams, Business teams, third-party vendors, and offshore teams Soft Skills Strong analytical, decision-making, and leadership abilities Excellent communication and stakeholder management Ability to work in fast-paced, multicultural environments Proactive attitude with a passion for quality and continuous improvement

Evergen Equity is seeking a talented Investments Analyst to join our Investments Team. As an Investments Analyst, you will play a crucial role in supporting the sourcing, evaluation, acquisition, and management of our commercial real estate investments and maximizing the value of our portfolio. This position offers an opportunity to work in a dynamic and growing company with exposure to various property types, markets, and investment strategies. Evergen Equity is a multiple family office focused on making generational private real estate investments. We build out bespoke real estate allocation strategies on an individualized, holistic basis in order to optimize wealth preservation and minimize risk. The ideal candidate will have real estate experience, an entrepreneurial attitude, strong ability to work in cross-functional teams and a desire for learning and long-term growth. Organizational Structure and Reporting As an Investments Analyst, this role will report directly to the Senior Associates of the Investments Team. Essential Functions and Responsibilities Acquisitions & Underwriting: Develop and maintain detailed financial models and cash flow analyses to evaluate new investment opportunities across various real estate product types. Market Research: Conduct in-depth, property-level market research to inform investment decisions. This includes identifying demand drivers, gathering lease and sales comparables, analyzing development pipelines, and synthesizing data from brokers and third-party providers. Due Diligence: Assist in comprehensive due diligence on potential investments, including a critical evaluation of a project's capital structure, business plan, operating characteristics (revenue, expenses, capital expenditures), and key performance risks. Presentation & Reporting: Prepare comprehensive investment memos and presentation materials to communicate research findings, diligence conclusions, and underwriting assumptions to senior management and outside investors. Asset Management Support: Assist with the ongoing asset management of portfolio investments, including analysis related to financing, refinancing, major asset-level decisions, and eventual dispositions. Special Projects: Support miscellaneous projects related to process improvements and portfolio-wide reporting to enhance investment operations. Essential Knowledge, Skills, and Abilities Education & Experience: Bachelor's degree in Finance, Economics, Business, STEM, or a related field, combined with 1-3 years of experience in an analytically rigorous role at an investment bank, private equity firm, real estate operating company, or leading brokerage. Technical Skills: Expert financial modeling skills with demonstrated proficiency in Microsoft Excel, Powerpoint, and Word. Analytical Skills: Exceptional quantitative and qualitative analytical abilities, with a proven capacity to interpret complex information, establish facts, and draw valid conclusions. Real Estate Acumen: A strong understanding of real estate fundamentals, return drivers, and complex financial structures (e.g., debt, equity, JVs). A demonstrated passion for real estate and a desire to build a career in principal investing. Communication: Outstanding written and verbal communication skills, with the ability to distill complex financial concepts into clear and simple messages for internal and external audiences. Work Ethic & Organization: A resourceful, accountable self-starter with a phenomenal work ethic and meticulous attention to detail. Must possess superior organizational and time-management skills to manage multiple projects simultaneously and produce high-quality work under tight deadlines. Interpersonal Skills: A high-integrity team player who can work effectively and independently, interfacing confidently with all levels of internal management and external professionals. Additional Benefits and Requirements Medical and dental benefits Unlimited paid time off Right-to-invest eligibility after one year anniversary Professional development assistance Downtown Austin parking provided 24/7 In office Monday-Friday requirement

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter: Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we're redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We're seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you'll join that evolution. What You'll Do: Revenue Growth & Business Development Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota. Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity. Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business. Client Acquisition & Relationship Management Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value. Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities. Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leaders. Sales Process & Cadence Discipline Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create-convert-close-retain cycle. Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes. Market Research & Competitive Analysis Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning. Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies. What You'll Bring: Minimum 2 years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred. Property and Casualty license preferred, or ability to obtain license upon hire. Our ideal candidate will bring: Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets. Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms. Demonstrated technology skills, including experience using CRM and AI applications. If you're ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting ******************* . California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.

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 strategic initiatives, mergers & acquisitions, multiple capital raises, and complex transactions. The ideal candidate will have strong financial modeling skills, 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. 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. 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. Qualifications: 4-8 years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies Strong financial modeling, valuation, and analytical skills. Proven experience in M&A transactions, capital raises, and strategic initiatives. CFA designation is a strong plus.

Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. 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

Job Description: Digital Asset Analyst General Purpose: First Brands Group is looking for a Digital Asset Analyst. Role will be responsible for creating, maintaining, and distribution of product images. This position will collaborate closely with our US based catalog, product management, and sales teams to execute these job duties. Primary Job Tasks and Responsibilities Primary responsibilities involve taking product images and editing files prior to loading them into our Digital Asset Management system. · Lead the planning and production of digital product images · Facilitate and liaison with product management team demands · Ensure customer requirements are met for B2C digital assets · Plan and schedule media project timelines · Track project deliverables using appropriate tools · Work with multiple digital asset management platforms and systems Knowledge, Experience, Competencies · Competent with digital imaging and video hardware and software · Team player with strong communication skills · Self-motivated with critical thinking, communication, and problem-solving skills · Working knowledge digital media and internet · Planning and organizing · Decision-making · Communication skills · Adaptability Education, Skills Requirements · Education - Digital Media or Graphic Design Certificate, Associates or Bachelors degree · Minimum 2 years of experience in business · Proficient in multiple media software platforms; Adobe CS5, Flash and Acrobat X · Proficient in Excel, Word and Access Job Type: Full-time Benefits: Health insurance Health savings account Life insurance Work Location: In person

Russell Tobin & Associates is currently seeking a Trade Marketing Analyst , 6+ Months Contract role for one of our Fortune 500 clients, for Dallas, TX (HYBRID). Apply today for immediate consideration. Trade Marketing Analyst Location: Dallas, TX (HYBRID) Contract Duration: 6+ months Temp to Hire Pay rate: $34.00-38.00/hr on w2 Job Summary: Key Responsibilities: This temporary role supports transversal trade marketing initiatives with a specialized focus on finance and logistics. The Associate Manager will manage a complex, dual-market CAPEX and OPEX budget (United States and Canada) and coordinate vendor operations and a transition to a new vendor. The role is also instrumental in supporting a digital transformation initiative, helping move from Excel-based tracking to a centralized program management platform in collaboration with IT. This role ensures business continuity during a transition in full-time staffing. Oversee daily management of the trade marketing budget, including CAPEX and OPEX tracking across U.S. and Canada Partner with internal Finance, Procurement, IT, and Marketing teams to support program execution Coordinate with multiple vendors during an RFP process; help streamline operational workflows Assist in the development and documentation of requirements for a digital project management tool Monitor key logistics and vendor deliverables to ensure alignment with marketing timelines and budgets Specific skills/experience: Bachelor's degree in Marketing, Economics, Data Analytics, Management Science, Engineering Management, Industrial Engineering, Mathematics, or Finance. 4+ years of experience in an analytics position. Demonstrated ability to develop and maintain professional relationships with key business partners positively impacting business growth Highly skilled in communicating and presenting results to executives. Intellectual curiosity to proactively explore data, solve problems, challenge existing way of doing things, formulate new hypotheses, and to rigorously analyze them. Proficiency in Microsoft Excel and the full Microsoft Suite Proficiency in data manipulation and visualization tools, with experience in either Tableau, SQL, Business Objects or similar BI tool Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.

Role :: Data & Financial Analyst Duration :: Long Term Contract Domain Experience: Telecom Key Responsibilities Combination of data analyst and financial analyst. Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting: 1. Develop and maintain data infrastructure Gather data from multiple sources, maintain data sets and ensure data integrity. Proficiency in nSAP/1ERP will be advantageous 2. Perform data analysis and management reporting Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performance analysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes 3. Create data visualizations Design and build data visualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present complex data in a clear, simple and impactful manner 4. Collaborate and communicate findings Work with stakeholders through the data analysis and reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner 5. Support process improvements Identify opportunities to streamline existing reporting and management processes

The following information provides an overview of the skills, qualities, and qualifications needed for this role. Supports regional financial management using CHRISTUS standard systems to conduct routine and ad hoc reporting. Responsibilities: Primary duties include routine daily, weekly, be-weekly, and monthly reporting to support management needs for information related to service line utilization, cost, and profitability, and business statistics for volumes Support other functions as needed for budget preparation and analysis, regional initiatives, financial statement and monthly report preparation, and other functions related to financial reporting and analysis Support CHRISTUS development of budgetary and financial/operational information systems development/deployment Relate data per reporting systems to CHRISTUS Health Information System for Financial xevrcyc and Clinical operations Requirements: Bachelor's Degree preferred. Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time

The Financial Analyst is an entry-level role designed for a motivated and detail-oriented individual eager to grow within a dynamic finance team. This position supports core financial reporting, forecasting, and analysis processes while developing critical business and technical skills. Working closely with the senior director of business intelligence and cross-functional teams, this role helps drive accurate and timely reporting that informs operational and strategic decision-making. Essential Functions / Major Responsibilities: Assist in the preparation of monthly financial reports, dashboards, and performance summaries for internal stakeholders. Support the annual budget and monthly forecasting process by gathering data, updating templates, and validating inputs. Perform basic variance and trend analyses on revenue and expense data, identifying key changes versus budget or prior periods. Maintain and update store-level financial models, ensuring accuracy in data inputs such as sales, labor, and expenses. Partner with departments to collect data and ensure alignment on reporting requirements and assumptions. Support ad hoc analysis requests and special projects by pulling and organizing data in a structured and efficient manner. Assist in enhancing reporting tools and automating recurring reports where appropriate. Contribute to continuous improvement efforts within the Finance function by helping document processes and identifying opportunities for efficiency. Required Skills / Abilities / Competencies: Foundational knowledge of financial analysis, accounting principles, and business reporting. Proficiency in Excel (e.g., pivot tables, VLOOKUP, IF statements); exposure to Power BI, Tableau, or SQL is a plus. Strong attention to detail with a commitment to data accuracy and integrity. Ability to work effectively in a team environment and take direction from senior analysts. Excellent organization and time management skills; able to manage multiple tasks and meet deadlines. Clear and professional communication skills-both verbal and written. Demonstrated eagerness to learn and grow; receptive to feedback and development. Alignment with client's values and a passion for contributing to a purpose-driven brand. Education and Experience: Bachelor's degree in finance, accounting, economics, business, or a related field. Up to 2 years of relevant finance experience preferred (QSR, retail, or hospitality experience is required). Familiarity with financial statements and budgeting processes preferred. Personal passion for health and fitness is a plus.

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 firms 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: * Bachelors 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.

Ready for takeoff? We are looking for college intern who will be passionate to work for Envoy Air, the largest regional airline in the American Airlines Group (AAG) of carriers. This is an exciting opportunity where you will have the unique opportunity to work with a team of professionals to share your creative ideas to continue to build the Envoy brand, support recruiting efforts and translate complex concepts into easy to understand materials for our different audiences. Envoy operates Embraer 175 and 170 aircraft. The regional airline has expanded its network outside of the U.S. to international destinations in Canada, Mexico and the Caribbean. Our paid 11-week summer internship will not only enhance your studies, but also provide an educational experience you can't find in the classroom. As an intern, you will learn real world skills while building a professional network of future peers. You will learn the ins and outs of how your team impacts the business day to day and gain an understanding of the commercial aviation business. Pay rate: $22 / hr Responsibilities Interns will function as Financial Analysts in one of the company's key financial/operational departments. Financial reporting and analysis may cover any part of the business including: Flight Crews, Airport Operations, Maintenance, and Strategic Benchmarking. Each participant will be assigned a mentor and will participate in various training opportunities during the internship. Upon completion of the internship, each intern will have an understanding of the job functions of an analyst as well as an understanding of the commercial aviation business. The responsibilities of this position include analysis of financial statements, forecasting changes to the budget, and involvement in special projects. Typical job duties include: Analyzing Envoy's monthly financial results and understanding financial controls. Develop strategic analyses using analytic systems such as Microsoft Excel, SAP, Essbase, and Sabre software suite. Building automated analytical processes and improving control tools. Closing monthly financials and forecasting remaining year changes to the financial operating plan. Analysis of capital and non-capital spending, within AR's and purchasing agreements Present analysis to upper-level management, communicating financial results and process improvement initiatives Qualifications The ideal candidate must be able to work in a team environment and the ability to prioritize work and projects in order to meet deadlines and objectives. Must be able to work with minimal supervision, report to work regularly and on-time, and be self-motivated. Position Requirements: Minimum age of 18 Enrolled in an undergraduate or graduate degree program in: Finance, Accounting, Management, Economics, Information Systems, or Supply Chain Management Must be classified as a Junior or Senior upon start of internship 3.25 minimum Grade Point Average Advanced proficiency in MS Office that includes Excel, Word, PowerPoint, and Outlook Proficiency in organizational, decision-making and problem-solving skills Ability to present data to all levels of management Must be willing and able to travel Demonstrated ability to communicate effectively both orally and in writing Experience sorting, organizing, analyzing and presenting large data sets Experience with problem solving, forecasting, and advanced financial analytical skills Must be able to read, write, fluently speak, and understand the English language Possess the legal right to work in the United States Please note: The description is intended to provide a brief overview of the position. It's not intended to be an exhaustive list of all responsibilities, duties, expectations, and skills required of those in this position. Duties and expectations may be subject to change at any time. Please note: The description is intended to provide a brief overview of the position. It's not intended to be an exhaustive list of all responsibilities, duties, expectations, and skills required of those in this position. Duties and expectations may be subject to change at any time. Envoy Air is an Equal Opportunity Employer - Minorities/Women/Veterans/Disabled. Envoy Air Inc, a wholly-owned subsidiary of American Airlines Group, operates more than 168 Embraer aircraft on 970 daily flights to over 165 destinations throughout the United States, Canada, Mexico, the Bahamas and Caribbean. More than 21,000 Envoy employees operate regional flights for American Airlines under the American Eagle brand, and provide ground handling services for many American Airlines and American Eagle branded flights at 120 airport locations across North America and the Caribbean. The company was founded in 1998 as American Eagle Airlines, Inc., following the merger of several smaller regional carriers to create one of the largest regional airlines in the world. Envoy is headquartered in Irving, Texas, with hubs in Dallas-Fort Worth, Chicago, and Miami, with a large ground handling operation in Los Angeles. Connect with Envoy @EnvoyAirCareers on Instagram, Facebook, LinkedIn and X. #EnvoyInterns

As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future! Job Title: Corporate Philanthropy Analyst (or Sr. Analyst) Position Overview: NRG is seeking a detail-oriented, collaborative, and purpose-driven professional to join our Corporate Philanthropy team. This role will support the operational and programmatic execution of NRG's philanthropic initiatives, with a focus on leveraging NRG's corporate citizenship to inspire engagement, enhance reputation, strengthen our brand, and advance business goals. Reporting to the Leader of Operations and Corporate & Enterprise Programs, this role will play a key role in managing processes, coordinating projects, and supporting data and communications that bring our giving pillars to life across the company. Key Responsibilities: Operations Support Assist in the day-to-day operations of the corporate philanthropy team, including documentation, systems, and process improvements. Project Management & Coordination Support the planning and execution of enterprise-wide philanthropic programs and initiatives, ensuring timelines and deliverables are met. Grant Process Management Coordinate grantmaking workflows, including application tracking, approvals, payments, and reporting. Data Management & Visualization Maintain accurate records of donations, volunteer hours, and impact metrics; develop dashboards and visual reports to communicate results and insights. Presentation & Reporting Support Create PowerPoint presentations and written materials for internal and external audiences, including leadership updates and impact storytelling. Communications Coordination Collaborate with internal teams to support messaging, content development, and storytelling around philanthropy and community impact. Qualifications: Bachelor's degree in Business, Public Administration, Communications, Nonprofit Management, data analytics, or related field 2-4 years of experience in corporate philanthropy, CSR, nonprofit operations, or program coordination Strong organizational and project management skills Expert in Excel and PowerPoint; proficiency in the rest of Microsoft Office Suite; experience with Power Bi or other visualization tools Excellent written and verbal communication skills Ability to manage multiple priorities and work collaboratively across teams Passion for social impact, sustainability, and community engagement Working Conditions: Hybrid or office-based work environment Occasional travel Flexibility to occasionally support evening or weekend events as needed NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills. Official description on file with Talent.

About the Job As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues. About UFCU Our credit union was chartered in 1936 and has grown to serve over 384,816 members. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to serving our Members, empowering their financial success, and building financially healthy communities. Our aspiration is to be loved by millions of members and built to thrive for generations. Our employees are not only part of our team but also Members themselves. They are innovative, agile, and Member-obsessed leaders who strive to be the best and always do the right thing. We offer a competitive compensation and benefits package to support our employees and their loved ones, reflecting the fact that our people are at the center of everything we do. UFCU fosters a collaborative, diverse, and inclusive environment that fosters innovation, performance excellence, and career growth. If you're looking for a challenging, purpose-driven career that makes a difference in our communities, UFCU is the place for U. Join us and work with purpose. Essential Functions of the Job Member Relationships Open savings, checking and deposit accounts as well as Certificate of Deposits Educate members on Credit Reviews and Needs Assessments Accept and input consumer and business loans Communicate UFCU's Mission, Vision, and Values Account Services Refer fraud claims to experts Provide online and mobile support Increase Automated Teller Machine limits Release check holds Provide notary services Conduct Signature Guarantees Complete wire transfers Validate vehicle values Manage account restrictions and pop-up concerns, and add travel notes on member accounts Partner with Collections for members who are past due Problem solve and facilitate connecting members with internal business partners Conduct Transactions Process service requests and financial transactions Process stop payments via check, ACH and/or Cashier's Checks Process ATM and Point-of-Service transaction disputes Set-up and grant access to safe deposit box Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters Compliance Performs other duties as assigned. Adhere to all company policies, procedures and business ethics codes. Complete required regulatory training as assigned. Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation. Business Development Make external business partner referrals Host tables at and attend community events Knowledge, Skills and Abilities Ability to effectively build relationships, establish rapport, and diplomatically communicate information Effective active listening skills Excellent verbal, interpersonal, and written communication skills Ability to be adaptable and work in a fast-paced environment Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues Strong attention to detail Strong organizational and time management skills Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude High proficiency in Microsoft Office Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification Core Competencies Demonstrating Member Obsession Demonstrating Performance Excellence Demonstrating Innovation Required Qualifications High School Diploma or GED English/Spanish bilingual Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment Minimum of two (2) years of customer service experience Minimum of one (1) year working in a team environment Advanced knowledge of current local, state, and federal regulations Preferred Qualifications Bachelor's Degree Credit Union experience Series 6, 63, and/or Texas Life and Health Insurance licenses Registered NMLS Investment license Consumer lending experience General knowledge of applicable financial industry regulations Military experience Hours Monday through Friday from 9am to 6pm, and on Saturday from 9am to 2pm. About This Career Opportunity We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team! INDUFCU

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