Finance analyst jobs in Carrollton, TX - 2,042 jobs

Selby Jennings has been exclusively retained to identify an Asset Management Analyst for a leading Commercial Real Estate investment firm headquartered in Dallas, TX. With over $3.5bn in assets under management, this firm is known for its strategic approach to real estate investing and its strong track record across multiple asset classes. This particular role will focus on the residential portfolio, including multifamily and BTR assets, making prior experience in residential real estate a key differentiator. The team is lean, dynamic, and highly collaborative, offering a unique opportunity for accelerated career growth, direct exposure to senior leadership, and involvement in high-impact investment decisions. The ideal candidate will be intellectually curious, analytically sharp, and eager to contribute to a fast-paced, entrepreneurial environment. Key Qualifications: - 1- 1.5 years of experience in residential real estate private equity, investment banking, or a related institutional investment platform - Strong academic credentials from a top-tier university, with a high GPA and positive performance reviews or rankings - Advanced financial modeling, underwriting, and due diligence capabilities, ideally gained through exposure to complex transactions - Excellent communication skills, both written and verbal, with the ability to present ideas clearly and confidently - Proven ability to manage multiple priorities under tight deadlines while maintaining attention to detail - Strong interpersonal skills and a collaborative mindset, with the ability to build relationships across teams and functions This is a rare opportunity to join a high-performing investment team at a pivotal stage of growth. If you're looking to take the next step in your real estate investment career, we encourage you to apply.

North Dallas | Onsite We are partnering with a growing, privately held construction company to add a Senior Financial Analyst, FP&A to its finance team. This role reports directly to the Vice President of Finance and offers meaningful exposure across FP&A, budgeting, forecasting, and cash flow analysis. This position is ideal for an FP&A professional who wants to work closely with a senior finance leader, deepen financial modeling skills, and grow into broader financial leadership over time. Compensation & Benefits: Competitive base salary, plus 10% annual bonus Healthcare: Medical, dental, and vision coverage through United Healthcare - low cost to employee. 401(k) with 4% match Employee Stock Ownership Plan (ESOP): Company-funded equity participation that allows employees to share in the long-term growth and value of the business Long-term growth & leadership development - Will be groomed for leadership role. Key Responsibilities Support annual budgeting and multi-year (5-year) financial planning initiatives Prepare monthly, quarterly, and annual forecasts, including variance analysis Perform company-wide and department-level P&L analysis Build and maintain financial models to support forecasting, capital planning, and strategic initiatives Assist with cash flow analysis and cash forecasting Provide ad-hoc financial analysis to support operational and executive decision-making Partner with department leaders to translate financial results into actionable insights Qualifications 2-5 years of FP&A or financial analysis experience Strong Excel skills, including financial modeling and scenario analysis Bachelor's degree in Finance (BBA required) Experience supporting budgeting, forecasting, and financial planning processes Construction, development, or manufacturing experience strongly preferred Detail-oriented, analytical, and motivated to grow within a finance organization Why This Role Direct mentorship from an experienced VP of Finance Broad exposure across FP&A and Treasury Clear long-term growth opportunity within a stable, expanding organization Opportunity to contribute meaningfully to a growing construction business

G.A. Rogers & Associates has partnered with a North Dallas construction subcontractor to identify a Finance Leader to join their growing team. Are you an experienced finance professional who values collaborative leadership, autonomy and seeing the impact of your work? This role offers the chance to step into a trusted leadership position within a stable 1B+ organization!! This is a direct hire opportunity with impeccable benefits, competitive compensation and showcases a long-term career path with promotion. How You'll Spend Your Time Become fluent in how operations function day to day - labor, materials, schedules, constraints, and trade-offs. Act as a trusted financial counterpart to leaders who are making real-time decisions. Frame insights in ways that drive action, not debate. Diagnose what's really driving results - not just what shows up in reports. Convert dense financial and operational data into clear priorities. Bring structure to ambiguity and challenge assumptions when the numbers don't line up with reality. Strengthen how costs are tracked, decisions are documented, and dollars are accounted for. Identify where processes leak time, money, or clarity - and fix them. Improve consistency across systems so leaders can trust what they're seeing. Define standards that scale, not workarounds that break. Design indicators that reveal momentum early - good or bad. Connect field activity to financial outcomes in a way that feels obvious once seen. Clarify where profit is earned, where it erodes, and why. Lead planning cycles that actually influence behavior. Build forecasts that adapt as conditions change instead of becoming outdated artifacts. Present forward-looking views that help leaders choose paths, not defend the past. Develop people, not dependencies. Set clear direction, remove friction, and raise the bar without noise. Help others understand how their work fits into something larger. Leave teams and processes stronger than you found them. What You Bring A track record of financial leadership in environments where work is physical, variable, and execution-driven. Experience guiding teams with mixed strengths and backgrounds. Confidence to influence without relying on title. Comfort operating where not everything is finished or documented - and the discipline to improve it. Strong analytical instincts and the technical skill to support them (advanced Excel/Sheets required; modern analytics tools welcome). A bias toward building things that last. Background That Fits 8-10+ years in financial planning, performance management, or operational finance. Exposure to construction, mechanical services, or another project- or labor-driven industry. Direct involvement in improving visibility into cost, margin, and performance.

Solstice Consulting Group is seeking a Senior Financial Analyst for our EPC client based in Dallas, Texas. Role is in the office located in Northeast Dallas with up to 20% domestic travel as necessary. This role is hands-on with no direct reports presently and reports directly to the CFO. · Bachelors Degree and 2+ years experience in an IB, PE, Big 4 Advisory or top tier Consulting firm required; MBA a plus · Base salary of $110k - $140k DOE plus 15% bonus opportunity and excellent benefits The Senior Financial Analyst is responsible for supporting financial planning, forecasting, and analysis activities that enable corporate decision-making. This role assists in budgeting, forecasting, management reporting, M&A and financial analysis to help achieve the corporate strategic and financial goals. Role Responsibilities: Develop and maintain financial models used for budgeting and forecasting, including dashboards that support operational decision-making. Assist in the development and management of the annual budget and capital expenditure planning. Provide support in financial planning and offer insights and recommendations. Prepare monthly and quarterly management reports, including variance analysis and forecasts. Collaborate with business leaders to identify trends and provide financial insights. Conduct financial analyses for strategic initiatives and capital investments. Ensure financial planning and reporting align with accounting standards, company policies, and compliance requirements. Contribute to continuous improvement in FP&A processes, systems, and reporting tools. Requirements: Bachelor's degree in Finance, Economics, or a related field required; MBA a plus Experience in financial analysis, financial modeling, budgeting, planning, and management reporting. 2+ years experience working for an IB, PE Firm or Advisory / Consulting firm required Knowledge of the EPC, Construction or Engineering sectors a plus Advanced Excel and Power BI skills required Strong analytical and strategic conceptual thinking skills. Excellent verbal and written communication skills, with the ability to explain financial concepts to senior management.

Financial Controller - Engineering/Technology Services - High Growth Transformation - Private Equity Our client is an innovative and well-established provider of tech-enabled engineering services supporting the energy, environmental and industrial end markets with multi-location field-based services supporting a national customer base. The company is backed by a leading private equity sponsor focused on professionalizing operations and driving significant revenue growth through acquisitive and organic means. The mandate for the new Controller is to execute on the transformation of the finance function to support the new business operating structure and to integrate diverse units brought together through acquisition. You will have full responsibility for financial reporting as a strategic partner to the CFO and will be responsible for managing financial reporting and metrics across a multi-location, distributed business model. As a strong people manager and “in the trenches” leader you will be called upon to implement best practices in the accounting function and to recruit and augment a high-performance team in an aggressively forward-moving culture. The ideal candidate will have a strong base of experience leading multi-unit, multi-location operations with demonstrated success building and developing the finance and accounting functions and teams in a growing and transforming, fast-paced entrepreneurial environment. It will be an asset if this person has a CPA and has spent time in public accounting before moving into industry roles. This is a challenging and rewarding growth opportunity working with a leading private equity investor looking to take an already successful enterprise and grow it to the next level. A competitive base salary and bonus incentive is offered.

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 Prospect Management Analyst serves as a strategic partner to fundraising staff, collaborating to design and implement effective strategies that guide prospects through the donor cycle. This role plays a key part in advancing the organization's fundraising efforts by providing critical moves management information, facilitating proactive portfolio development, and ensuring a strong and sustainable prospect pipeline. Through regular portfolio reviews, pipeline analysis, and strategic counsel, the Prospect Management Analyst empowers fundraisers and leadership with actionable insights that enable, enhance, and accelerate fundraising and engagement outcomes. The Analyst provides comprehensive prospect management support to frontline fundraisers to help them achieve their fundraising goals and maximize donor relationships. This position reports to the Director of Development Services. Responsibilities Establish collaborative partnerships with fundraisers and leadership to align portfolio strategy with team goals, individual styles, and capacity priorities. Partners with assigned fundraisers to regularly review, rebalance, and strengthen portfolios and the donor pipeline; help manage prospects in the CRM system as they move through the donor/prospect lifecycle. Work collaboratively with senior leadership and fundraisers to assist in developing cultivation and solicitation strategies for donors and prospects. Conduct regular portfolio reviews to ensure data quality and accurate documentation of fundraising activity and filed proposals. Deliver holistic, data-informed analysis of qualification queues, portfolio health, performance metrics, and pipeline trends. Prepare and share performance insights that help leadership evaluate fundraising activity, forecast outcomes, and inform next steps. Foster strong relationships built on trust and communication with leadership, fundraisers, prospect researchers, and other colleagues to ensure the highest level of support. Provide training on CRM systems and related processes. Serve as a subject matter expert on policies and procedures related to fundraisers' management of their assigned prospects. Maintain prospect data quality and confidential information. Competencies Knowledge of: Fundraising principles and donor lifecycle management; Prospect Management best practices, including portfolio optimization and pipeline analysis; fundraising CRM systems, Blackbaud CRM preferred; donor information services such as iWave, Wealth-X, Relationship Science, Foundation Directory, as well as wealth screening and prospect scoring services; data governance and integrity standards. Skill in: Proficiency in data analysis and reporting tools (Excel, Power BI, SQL, Python, or similar) to support portfolio optimization, trend identification, and strategic decision making; strong analytical and critical thinking skills to interpret data and guide strategic decisions; excellent written and verbal communication skills for presenting findings and recommendations; manage multiple projects simultaneously and meet deadlines; competence in using online research tools and third-party resources to identify and qualify prospects; maintain a customer-focused approach while navigating complex scenarios. Ability to: Maintain confidentiality and adhere to ethical standards in handling donor and portfolio information; establish, cultivate, and maintain strong professional relationships with internal and external stakeholders to support strategic fundraising and engagement goals; collaborate effectively with cross-functional teams, including fundraisers, data analysts, prospect research analysts, and CRM administrators; contribute to strategic planning and participate in professional development to stay current with industry trends; train and guide colleagues through complex policies and business practices; synthesize complex data into actionable insights for portfolio and pipeline management; develop and maintain dashboards and reports that support strategic decision-making, prioritize tasks and respond to requests in a timely and accurate manner. Qualifications Two (2) years of experience in prospect management, prospect research, or fundraising in a nonprofit or higher-education fundraising setting. Must Pass a criminal history background check. Preference Experience in frontline fundraising, experience in a federated nonprofit organization and Experience working within a major or principal gift development program; experience working with Blackbaud CRM

Rapidly growing, private equity owned company is seeking a Senior Financial Analyst to join their dynamic team. The Senior Financial Analyst will conduct corporate financial planning & analysis, along with data analytics. Salary range is up to $110,000 plus bonus Duties Include: Budgeting preparation, forecasting, and variance analysis Prepare the long-term financial plan for the company, including P&L, Capital Expenditures, Balance Sheet and Cash Flow Operations analysis, including cost and profitability analysis Includes ongoing updates and enhancements to the company's 5-year strategic model, performing analysis, and running scenarios for PE firm and the Board of Directors Work with complex data sets to identify, analyze, and interpret sales, margins and financial trends Analyze current and past trends in KPIs, including but not limited to revenue, cost of sales, expenses, and working capital. Interpret data and provide recommendations to management Financial Modeling, building dashboards in Power BI Ad hoc projects and reports and requested Requirements BS or BA in Business, Finance or Accounting Ability to turn disparate data into timely decision-making information, using cohesive narratives and graphical interpretation Overall business acumen; understands the big picture Experience with Power BI, Tableau, or similar software Strong financial analytics Great communication skills - tactfully influential Very organized with attention to detail Advanced Excel spreadsheet and modeling skills Strong work ethic and results driven Ability to drive change

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.

EEOC DISCLAIMER International Leadership of Texas provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, International Leadership of Texas complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. International Leadership of Texas expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of International Leadership of Texas employees to perform their job duties may result in discipline up to and including discharge. Years Of Experience * Years of Experience in Related Field Conditions of Employment I understand that I may be required to submit to a fingerprint background check at my own expense before employment or at any time during my employment. Are you legally authorized to work in the United States? (If offered employment, you will be required to complete an Employment Eligibility Verification Form (I-9) and produce documentation of identity and authorization to work). I understand ILTexas does not petition or sponsor an employment visa. I authorize representatives of International Leadership of Texas to contact all persons and entities listed on this application and to make all contacts, inquiries and investigations which they deem necessary in order to verify my education, employment and criminal history. 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I hereby affirm that all information, without exception, provided in this application is true and accurate to the best of my knowledge and understand that any deliberate falsification, misrepresentation, or omission of fact may be grounds for rejection of my application or employment or dismissal from subsequent employment by International Leadership of Texas. General Questions Please enter your Social Security Number. How did you hear about ILTexas? If you were referred by an ILTexas Employee, please state the ILTexas employee's first and last name and department and/or campus. Are you a current or former employee of the district? If yes, please list campus, position, and dates worked. Have you retired from Teacher Retirement System(TRS)? If yes, please provide retirement date. If no, type N/A. Are you an active member of TRS? Are you a relative of any current ILTexas board member or a relative of any current ILTexas employee by blood or marriage? 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I understand that upon employment I must provide my official transcript(s) and service record if applicable. Have you ever been employed or currently employed by one of the following substitute staffing agencies? Benefits Leave days offered by ILTexas: * 3 Local Days- Do not rollover to the following year. * 5 State Days- Unused days will rollover. You will only receive the full amount of days if you complete the full year. Benefits: * Medical Insurance (TRS ActiveCare) Blue Cross Blue Shield & Express Scripts Pharmacy Prescription. ILTexas medical employee-only contribution is $450 for ActiveCare Primary and $462 for ActiveCare HD and Primary Plus. * Free $50,000.00 Basic Life Insurance (The Hartford) Supplemental Benefits: Available at additional cost/ILTexas does not contribute towards the plans listed below. Dental (Cigna) Vision (Avesis) Cancer (CHUBB) Accident Insurance (Pan American Life) Identity Theft (ID Watchdog) Disability Insurance (CHUBB) Voluntary Group Life (The Hartford) AD&D (The Hartford) Section 403b & 457 Retirement Saving Plans (National Benefit Services) HealthCare FSA (National Benefit Services) Dependent Care FSA (National Benefit Services) HSA (EECU) EAP (The Hartford) Hospital Indemnity Plan (CHUBB) Critical Illness (CHUBB) Telehealth (MDLive) Pet Insurance (MetLife) For more information, please visit our ILTexas Benefits Portal at: ************************************ Attachments RESUME / CURRICULUM VITAE* TRANSCRIPT WITH DEGREE DATE* STATE ID / DRIVERS LICENSE* SOCIAL SECURITY CARD* OTHER References GENERAL: 0 of 3 external references required.

PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role. If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level. Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed. About Q Family Office: Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation. About PHI Group: Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment. Position Description: Provide analytical, forecasting, reporting, and project support to the CFO for the businesses. Produce reports, which include key metrics, financial results, and variance analysis. Assist in identifying opportunities for performance improvement across the organization. Assist in analyzing M&A opportunities and evaluate new lines of business. Develop models that help with decision-making. Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments Requirements: Recent graduate with an interest in financial operations and management Highly proficient Excel modeling capabilities Partial VBA experience Excellent academic credentials Successful candidates must possess US employment authorization to work. Must be able to commit to the position for at least three years. About Scott McCarty: Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc. Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Schwab's Wealth Advisory team embodies our firm's commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry's top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory. What you have Required Qualifications: Active and valid FINRA Series 7 Active and valid FINRA Series 66 (may be obtained with a 120-day COE) 1-3 years of experience in the financial services industry Preferred Qualifications: Experience servicing high net worth clients Bachelor's Degree In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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

Procurement Analyst Location: Plano, Texas 75024 (Hybrid (Tue to Thu) Initially, it will be Mon to Thu later, every week) Duration: 12 months with the possibility of extension, potential for hire These tasks include but are not limited to the following: Performing simple benchmarking activities, assisting with PR/PO issuance and operations tasks, assisting with supplier diversity initiatives, assisting with simple amendments, processing NDA requests, completing Purchase Order revisions and maintenance, etc. Supporting procurement buyer functions for the advertising/marketing and professional services categories The tasks include but are not limited to the following: leading RFxs, supplier management efforts, pricing and contract negotiations, etc. What candidates will be doing: Leading sourcing activities (e.g. RFI, RFQ, RFP) Negotiating commercial terms in contracts (e.g. pricing, length of contract, aspects of scope, etc.) Supplier management Manage our Procure to Pay (P2P) process for high volume, low risk request Review and process purchase requisitions PO management Troubleshoot internal stakeholder and supplier issues with requisition, PO/invoicing and/or supplier onboarding Supporting the development and execution of contractual documents including Non-Disclosure, Services and other agreements as necessary to support Procurement and business needs. Work with internal contract administration group to initiate/manage incoming contract requests Qualifications/ What candidates bring (Must Haves) - Highlight Top 3 to 5 skills: Bachelor's degree with emphasis in Business Administration, Supply Chain or Marketing Procurement experience Contract and Pricing negotiation experience Knowledge of strategic, analytical and project management skills Knowledge of collaboration, communication and influencing skills Added bonus if candidates have (Preferred): Familiarity with SAP Ariba Familiarity of contract processes Automotive industry experience About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit ***************** At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to: Pay any fee to be considered for, submitted to, or selected for any opportunity. Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process. Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup. Pay Range: $30- $33/hr. W2 The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work. If you receive a suspicious message, email, or phone call claiming to be from PTR Global, do not respond or click on any links. Instead, contact us directly at ***************. To report any concerns, please email us at *******************

Harmer Associates has partnered with a publicly traded company to hire for Senior Financial Analyst. Responsible for supporting the analysis of various operational and financial objectives across the company; as well as performing perform financial modeling and analysis. Location: North Dallas area Work Model: Hybrid (1 day remote) 6-figure Base + Bonus + Benefits Qualifications: Bachelor's degree in finance, business, or a related field Min 2-3 years' forecasting at location level (multi-unit) and measuring/forecasting key drivers that drive revenue Relevant finance experience, including financial analysis, forecasting, or reporting SQL and BI experience (ability to extract and manipulate data) Ability to translate financial statements and P&L's Experience with ERP systems such as NetSuite, Hyperion, PBCS, etc. Resumes must clearly include all of the above experience to be considered for scheduling of candidacy fit and exploration.

The Manager - Finance is responsible for overseeing the financial operations and strategies within the Michaels organization. This role involves financial planning, budgeting, forecasting, analysis, and reporting. The Manager - Finance will work closely with senior management to provide financial insights and support business decisions that drive profitability and growth. Major Activities Financial Planning and Analysis: Develop and manage annual budgets and financial forecasts. Conduct variance analysis to compare actual results to budget and forecast. Prepare monthly, quarterly, and annual financial reports for senior management. Financial Reporting: Ensure accurate and timely financial reporting. Cost Management: Monitor and control operational costs to enhance profitability. Analyze cost structures and identify opportunities for cost savings. Implement cost control measures and track their effectiveness. Business Partnering: Collaborate with department heads to provide financial insights and support. Help develop financial models to support new business initiatives and investments. Team Leadership: Manage and mentor a team of finance professionals. Foster a culture of continuous improvement and professional development. Conduct performance evaluations and provide feedback. Other duties as assigned Minimum Education Bachelor's degree or equivalent experience Minimum Special Certifications or Technical Skills Proficiency in financial software and ERP systems (e.g., SAP, Oracle). Financial analysis and modeling Budgeting and forecasting Financial reporting Cost management Minimum Type of Experience the Job Requires Minimum of 5-7 years of experience in financial management, preferably in the retail industry. Strong knowledge of GAAP and financial reporting requirements. Excellent analytical, problem-solving, and decision-making skills. Business partnering Compliance and risk management Team leadership and development Proficiency in financial software and ERP systems Strong analytical and problem-solving skills Excellent communication and interpersonal skills Other Strong communication and interpersonal skills. Ability to work in a fast-paced, dynamic environment and manage multiple priorities. Leadership experience with a proven ability to manage and develop a team. Preferred Education Bachelor's degree in Finance, Accounting, Business Administration. MBA or CPA preferred. Applicants in the U.S. must satisfy federal, state, and local legal requirements of the job.

We are a vertically integrated real estate investment, development, and management firm focused on the acquisition and repositioning of value-add multifamily communities across the United States. With in-house property management and construction management platforms, we execute full-cycle business plans designed to enhance asset performance and maximize value for our partners. Position Summary: The Asset Management Senior Analyst will provide critical analytical, financial, and administrative support to the Asset Management team overseeing a national portfolio of value-add multifamily properties. This is a high-impact, cross-functional role that requires a mix of quantitative rigor, operational understanding, and proactive project management. The Analyst will assist in driving the performance of the portfolio by supporting renovation oversight, financial tracking, lender and investor reporting, and team coordination across departments. Key Responsibilities: Build and maintain property-level financial models, including actual vs. pro forma comparisons, reforecasts, and investor return tracking. Assist in rent roll audits, lease trade-out analysis, retention tracking, and performance dashboards. Support ad hoc analysis such as breakeven occupancy studies, refinancing scenarios, and rent pricing strategies. Collaborate with the Asset and Construction Management teams to track CapEx budgets, monitor renovation progress, and ensure alignment with business plans. Prepare and submit monthly lender CapEx draw packages, including supporting invoices, lien waivers, pay apps, and photo documentation. Maintain draw tracking logs, update draw schedules, and follow up on disbursements with lenders and internal accounting. Support preparation of monthly, quarterly, and annual reports for lenders, partners, and internal stakeholders. Track compliance requirements related to loan covenants, investor agreements, and municipal reporting (e.g., inspections, insurance, taxes). Coordinate documentation needed for property tax appeals, insurance renewals, and lender deliverables. Liaise with in-house property management and construction management teams to gather data, monitor timelines, and surface risks or delays. Follow up with internal teams and external partners (lenders, consultants, vendors) to drive progress toward asset-level goals. Assist Asset Managers in organizing weekly performance calls, preparing agendas, and distributing action item summaries. Conduct market-level research and rent comp studies to support pricing, renewal, and leasing strategy decisions. Help evaluate the impact of new supply, market absorption, and economic conditions on asset-level performance. Qualifications: Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field. 2-3 years of experience in real estate asset management, investment analysis, consulting, or private equity (multifamily experience preferred). Strong proficiency in Excel and PowerPoint; experience with Yardi, RealPage, and/or Argus a plus. Familiarity with CapEx draw processes and loan servicing documentation is preferred. Highly organized, self-motivated, and able to manage multiple deadlines across different stakeholders. Strong interpersonal and written communication skills. Ability to travel occasionally for site visits and internal team meetings. Compensation & Benefits: Competitive base salary + discretionary bonus Full health, dental, and vision benefits 401(k) with company match Paid time off, holidays, and sick leave

Yorktown Capital (YKTN) is a direct private credit provider for homebuilders, institutional investors, and land developers. We finance the acquisition, recapitalization, construction, and development for residential and multi-unit projects nationwide. YKTN is adding entry-level and experienced loan originators to our sales team. The ideal candidate will help YKTN identify new lending opportunities and monitor our existing real estate investment loans portfolio. To assist with these efforts, you will conduct client acquisition activities, develop financial models, and source loan opportunities that present a clear and profitable exit for all parties. Responsibilities: -Originate investment loans that meet our lending requirements for institutional investors, developers, and builders. -Conduct modeling and financial analysis for each new loan opportunity. -Manage and monitor the performance of portfolio loans. Qualifications: -Bachelor's degree required. -Strong communication skills. -Sales experience preferred. -Excellent multitasking skills. -Must have knowledge of investment real estate fundamentals. Compensation: -Draw -Competitive and uncapped commission splits -YKTN proudly covers 100% of employee health, vision, and dental insurance premiums

Our client is needing a Senior Financial Analyst with real estate industry experience to work in the asset management division a real estate company on a contract basis. 100% ONSITE ONSITE ONSITE in Dallas, Texas. Must live in the Dallas, TX area and be able to work onsite 5 days a week (no exception). Must have Real Estate industry experience (preferably industrial real estate). Please do not apply if you do not have real estate industry experience. This is a 3-month contract position. Onsite 5 days a week in Dallas, TX 75252 Hourly Pay Rate: $45-50/hour W2 Senior Financial Analyst (contract position): Overview: Seeking a Financial Analyst with experience in Yardi, Argus, and real estate underwriting, ideally in industrial properties. Key Responsibilities: Acquisitions: Review/sign off on models before due diligence expiration, upload assumptions and cash flows, benchmark metrics, and review lease agreements before close. Dispositions: Lead disposition analysis, present recommendations, join calls, and assess loan ramifications with capital markets. Leasing: Track lease activity, benchmark vs. budgets, review lease agreements, update Yardi/database, secure approvals, and perform lease analysis. Reporting/Operations: Prepare scorecards, analyze variances, track TI/LC/CapEx, manage committed equity, validate data, and support tax appeals, CAM recs, and retention rate reporting. Cash Management: Liaise with accounting on contributions/distributions, capital calls, and loan draws. Loan Covenants: Monitor tests, cash traps, and loan implications for sales. Quarterly Models/Business Plans: Review and reconcile models, run planning processes, support Argus, and recommend value-add strategies. Budgeting: Develop and reforecast budgets with stakeholders.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you What you have Required Qualifications: Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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