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J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX and surrounding areas (Katy, Cypress, Tomball)
Chase 4.4
Finance analyst job in Bryan, TX
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$58k-120k yearly est. Auto-Apply 60d+ ago
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Financial Manager (Deputy Controller)
Department of Justice
Finance analyst job in Bryan, TX
Corrections professionals who foster a humane and secure environment and ensure public safety by preparing individuals for successful reentry into our communities. Corrections professionals who foster a humane and secure environment and ensure public safety by preparing individuals for successful reentry into our communities.
Overview
Help
Accepting applications
Open & closing dates
01/14/2026 to 02/05/2026
Salary $124,531 to - $161,889 per year Pay scale & grade GS 14
Locations
1 vacancy in the following locations:
Aliceville, AL
Maxwell AFB, AL
Talladega, AL
Forrest City, AR
Show morefewer locations (45)
Phoenix, AZ
Safford, AZ
Atwater, CA
Lompoc, CA
Victorville, CA
Littleton, CO
Washington, DC
Coleman, FL
Marianna, FL
Miami, FL
Tallahassee, FL
Atlanta, GA
Jesup, GA
Greenville, IL
Marion, IL
Pekin, IL
Terre Haute, IN
Leavenworth, KS
Ashland, KY
Lexington, KY
Manchester, KY
Oakdale, LA
Pollock, LA
Cumberland, MD
Milan, MI
Sandstone, MN
Waseca, MN
Yazoo City, MS
Butner Federal Correctional Complex, NC
Fort Dix, NJ
El Reno, OK
Gregg Township, PA
Loretto, PA
Minersville, PA
Edgefield, SC
Salters, SC
Bastrop, TX
Beaumont, TX
Bryan, TX
La Tuna, TX
Seagoville, TX
Texarkana, TX
Beaver, WV
Bruceton Mills, WV
Glenville, WV
Remote job No Telework eligible No Travel Required 25% or less - Travel may be required for training and/or work related issues. Relocation expenses reimbursed Yes-Reimbursement is authorized for travel and transportation for this position. Appointment type Permanent Work schedule Full-time Service Competitive
Promotion potential
14
Job family (Series)
* 0505 Financial Management
Supervisory status Yes Security clearance Other Drug test Yes Bargaining unit status No
Announcement number N-2026-0040 Control number 854443500
This job is open to
Help
Internal to an agency
Current federal employees of the hiring agency that posted the job announcement.
Career transition (CTAP, ICTAP, RPL)
Federal employees whose job, agency or department was eliminated and are eligible for priority over other applicants.
Clarification from the agency
* BOP Employees nationwide • DOJ Surplus and Displaced (CTAP) Employees in the local commuting area. • Division: Financial Management Branch, Federal Prison Industries, Washington, DC • Duty Location: Various Approved FPI Locations. Full list below in Agency Benefits Section.
Duties
Help
The incumbent serves as the Deputy to the Controller and is considered the technical advisor on financial and business matters which affect the policy and direction of the Corporation as a whole.
Advises and provides the Controller and Deputy Assistant Director with appropriate information required to achieve an effective operations program.
Regularly Participates in discussions concerning planning, policy and decision-making for all corporate activities.
Advises and makes recommendations to the UNICOR Business Managers and Accountants pertaining to financial inventory management activities of their respective industrial operations.
Formulates and recommends to the Controller supplemental operating instructions over and above the general procedures outlined in the Corporate Policy and Procedures Manual to accommodate those activities peculiar to these separate divisions.
Requirements
Help
Conditions of employment
* U.S. Citizenship is Required.
* See Special Conditions of Employment Section.
Career Transition Programs (CTAP): These programs apply to Federal and/or DOJ employees who meet the definition of surplus or displaced from a position in the competitive service. To receive selection priority for this position, you must:
* 1. Meet CTAP eligibility criteria;
* 2. Be rated well-qualified for the position with a score of 85 or above based on scoring at least half of the total possible points for the vacancy KSAs or competencies; and
* 3. Submit the appropriate documentation to support your CTAP eligibility.
NOTE: Applicants claiming CTAP eligibility must complete all assessment questions to be rated under the established ranking criteria.
Qualifications
To be considered for the position, you must meet the following qualification requirements:
Basic Requirement:
A. Degree: accounting; or a degree in a related field such as business administration, finance or public administration that included or was supplemented by 24 semester hours in accounting. The 24 hours may include up to 6 hours of credit in business law. (The term "accounting" means "accounting and/or auditing" in this standard. Similarly, "accountant" should be interpreted, generally, as "accountant and/or auditor.")
OR
B. Combination of education and experience: at least 4 years Of experience in accounting, or an equivalent combination of accounting experience, college-level education and training that provided professional accounting knowledge. The applicant's background must also include one of the following:
* Twenty-four semester hours in accounting or auditing courses of appropriate type and quality. This can include up to 6 hours of business law;
* A certificate as Certified Public Accountant or a Certified Internal Auditor, obtained through written examination; or
* Completion of the requirements for a degree that included substantial course work in accounting or auditing, e.g., 15 semester hours, but that does not fully satisfy the 24 semester hour requirement of paragraph A, provided that (a) the applicant has successfully worked at the full-performance level in accounting, auditing, or a related field, e.g., valuation engineering or financial institution examining; (b) a panel of at least two higher level professional accountants or auditors has determined that the applicant has demonstrated a good knowledge of accounting and of related and underlying fields that equals in breadth, depth, currency, and level of advancement that which is normally associated with successful completion of the 4-year course of study described in paragraph A; and (c) except for literal nonconformance to the requirement of 24 semester hours in accounting, the applicant's education, training, and experience fully meet the specified requirements.
AND
Education:
There is no substitution of education for specialized experience for this position.
Experience:
You must have at least one year of specialized experience equivalent in difficulty and complexity to the next lower grade level. To be creditable, this experience must have equipped the applicant with the particular qualifications to perform successfully the duties of the position, and must typically be in or related to the position to be filled.
Some examples of this qualifying experience are:
* Experience participating in Corporate strategic planning(short and long term) through forecasting of expected economic factors.
* Experience with accounting principles, theories, concepts, and practices to include Corporate accounting, financial reporting, and accounting standards for federal agencies.
* Experience formulating and approving supplemental operating instructions outlined in the Corporate Policy Manual.
* Experience reviewing monthly and quarterly financial data reports and supervising preparation of analysis to determine status of sales, gross earnings, return on productive assets, and other items critical to the Corporation's financial status.
Credit will be given for paid and unpaid experience. To receive proper credit, you must show the actual time (such as the number of hours worked per week) spent in activities.
Your eligibility for consideration will be based on your responses to the questions in the application.
Education
See Qualifications Section for education requirements, if applicable.
ONLY if education is a requirement/substitution for specialized experience, applicant MUST upload legible transcripts as verification of educational requirement. Transcripts MUST be uploaded and electronically linked from USAJOBS at the time you apply and MUST include identifying information to include School Name, Student Name, Degree and Date Awarded (if applicable). All academic degrees and coursework must be completed at a college or university that has obtained accreditation or pre-accreditation status from an accrediting body recognized by the U.S. Department of Education. For a list of schools that meet this criteria, Click Here.
Foreign Education: For information regarding foreign education requirements, please see Foreign Diploma and Credit Recognition at the U.S. Department of Education website: Recognition of Foreign Qualifications.
If you are selected for this position and qualified based on education (i.e. basic education requirement and/or substitution of education), you will be required to provide an OFFICIAL transcript prior to your first day on duty.
Additional information
In accordance with 5 U.S.C. 3307, a maximum entry age of 36 has been established for original appointment to a position in a Bureau of Prisons institution.
The representative rate for this position is $136,984 per annum ($65.64 per hour).
Special Conditions of Employment Section:
Initial appointment to a supervisory/managerial position requires a one-year probationary period.
The incumbent is subject to geographic relocation to meet the needs of the agency.
Appointment is subject to satisfactory completion of a urinalysis, physical, and background investigation. All applicants are subject to National Crime Information Center (NCIC) and credit checks.
All applicants not currently working in an institution will be required to complete a qualification inquiry regarding convictions of misdemeanor crimes of domestic violence in order to be authorized to carry a firearm.
The Core Value Assessment (CVA) is an in-person assessment that must be facilitated at a Bureau of Prisons Human Resource Servicing office. On the day of the scheduled interview, a CVA will be administered. The applicant assessment must be completed within a 70 minute time period and a passing score of 68 must be obtained. Further employment consideration will not be extended if the applicant fails to complete the examination or fails to achieve a passing score. Note: The Core Value Assessment will not be administered to current BOP employees.
Successful completion of the "Introduction to Correctional Techniques," three-week training course at Glynco, Georgia is required.
The addresses listed on the USAJOBS account/resume must be the primary residence at the time of application. You may be required to provide proof of residence.
Additional selections may be made if vacancies occur within the life of the certificate.
Although competitive and non-competitive applications are being accepted, the selecting official may elect to have only one group reviewed.
As a condition of employment for accepting this position, you will be required to serve a 1-year probationary period during which we will evaluate your fitness and whether your continued employment advances the public interest. In determining if your employment advances the public interest, we may consider:
* your performance and conduct;
* the needs and interests of the agency;
* whether your continued employment would advance organizational goals of the agency or the Government; and
* whether your continued employment would advance the efficiency of the Federal service.
Upon completion of your probationary period your employment will be terminated unless you receive certification, in writing, that your continued employment advances the public interest. Exceptions may apply. See 5 CFR part 11.
SALARY RANGE:
Salary reflected on this vacancy announcement is for the "Rest of the U.S."; however, the selectee's salary may be higher based on the worksite/duty station of the appointee. See Salary Tables for your location.
Expand Hide additional information
Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution.
Benefits
Help
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits.
Approved duty locations below:
FCI Aliceville, AL
FCC Allenwood, PA
FCI Ashland, KY
FCI Atlanta, GA
FCI Bastrop, TX
FCI Beckley, WV
FCC Beaumont, TX
FPC Bryan, X
FCC Butner, NC
Central Office, Washington, DC
FCC Coleman, FL
FCI Cumberland, MD
FCI Edgefield, SC
FCI Englewood, CO
FCI El Reno, OK
FCC Forrest City, AR
FCI Fort Dix, NJ
FCI Gilmer, WV
FCI Greenville, IL
FCC Hazelton, WV
FCI Jesup, GA
FCI La Tuna, TX
FCI Lexington, KY
FCC Lompoc, CA
FCI Loretto, PA
FCI Leavenworth, KS
FCI Manchester, KY
FCI Marion, IL
FCI Miami, FL
FCI Milan, MI
FPC Montgomery, AL
FCI Marianna, FL
FCC Oakdale, LA
FCI Pekin, IL
FCI Phoenix, AZ
FCC Pollock, LA
FCI Safford, AZ
FCI Schuylkill, PA
FCI Seagoville, TX
FCI Sandstone, MN
FCI Tallahassee, FL
FCI Talladega, AL
FCC Terre Haute, IN
FCI Texarkana, TX
FCC Victorville, CA
FCI Waseca, MN
FCI Williamsburg, SC
FCC Yazoo City, MS
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
How you will be evaluated
You will be evaluated for this job based on how well you meet the qualifications above.
If your composite score exceeds the average score for this job, your resume and supporting documentation will be compared to your online assessment responses and utilized to determine whether you meet the job qualifications listed in this announcement. If your selections are not supported by your application materials, your responses may be adjusted and/or you may be excluded from consideration for this job. If you are found to be among the top candidates, you will be referred to the selecting official for employment consideration.
There are several parts of the application process that affect the overall evaluation of your application:
* Your resume, which is part of your USAJOBS profile;
* Your responses to the eligibility questions;
* Your responses to the online assessment;
* Your supporting documentation, if required.
Time-in-Grade: Federal employees must meet time-in-grade requirements for consideration. You must meet all qualification requirements upon the closing date of this announcement.
What Competencies/Knowledge, Skills and Abilities are Required for this Position?
The following Competencies/Knowledge, Skills and Abilities (KSA's) are required:
* Ability to utilize time and resources in order to devise plans, procedures, or methods to carry out work assignments while applying a knowledge of financial systems.
* Ability to develop, interpret, and apply financial management policies, procedures, and guidelines.
* Ability to supervise subordinates.
* Ability to meet and deal with others.
* Ability to apply accounting concepts, theories, and practices to derive solutions.
You may preview questions for this vacancy.
Benefits
Help
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits.
Approved duty locations below:
FCI Aliceville, AL
FCC Allenwood, PA
FCI Ashland, KY
FCI Atlanta, GA
FCI Bastrop, TX
FCI Beckley, WV
FCC Beaumont, TX
FPC Bryan, X
FCC Butner, NC
Central Office, Washington, DC
FCC Coleman, FL
FCI Cumberland, MD
FCI Edgefield, SC
FCI Englewood, CO
FCI El Reno, OK
FCC Forrest City, AR
FCI Fort Dix, NJ
FCI Gilmer, WV
FCI Greenville, IL
FCC Hazelton, WV
FCI Jesup, GA
FCI La Tuna, TX
FCI Lexington, KY
FCC Lompoc, CA
FCI Loretto, PA
FCI Leavenworth, KS
FCI Manchester, KY
FCI Marion, IL
FCI Miami, FL
FCI Milan, MI
FPC Montgomery, AL
FCI Marianna, FL
FCC Oakdale, LA
FCI Pekin, IL
FCI Phoenix, AZ
FCC Pollock, LA
FCI Safford, AZ
FCI Schuylkill, PA
FCI Seagoville, TX
FCI Sandstone, MN
FCI Tallahassee, FL
FCI Talladega, AL
FCC Terre Haute, IN
FCI Texarkana, TX
FCC Victorville, CA
FCI Waseca, MN
FCI Williamsburg, SC
FCC Yazoo City, MS
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
Required documents
Required Documents
Help
Failure to provide legible required documents and/or follow the prescribed format often results in removal from consideration. If uploading documentation, do not identify/save your documents utilizing a special character such as %, #, @, etc. Documentation should be identified/saved as VA Letter, DD-214, or Transcripts.
* Resume: Resume (includes name and contact information) limited to 2 pages showing relevant experience (cover letter optional). Experience that would not normally be part of the Federal employee's position is creditable when documented by satisfactory evidence of qualifying experience (e.g., a memorandum from the manager, Human Resource Manager, SF-52, etc.).
* To receive credit for experience contained in an application, the experience must be documented:
* Reflecting start date and end date in month/year format (MM/YYYY) AND
* Include the number of hours worked per week.
* SF-50: Current or former Federal employees NOT employed by the Bureau of Prisons MUST submit a copy of their SF-50 Form which shows competitive service appointment, tenure group, and salary. If you have promotion potential in your current position, please provide proof. If you are applying for a higher grade, and your experience was gained at a Federal agency other than the Bureau of Prisons, you MUST provide the SF-50 Form which verifies the length of time you have been in your highest grade and supports your claim for time in grade.
* Employees applying with an interchange agreement must provide proof of their permanent appointment.
* Current federal employees NOT employed by the BOP and former federal employees MUST submit a copy of their latest yearly performance appraisal/evaluation.
* CTAP, Click Here, if applicable.
* College transcript: includes the School Name, Student Name, Degree, and Date Awarded (if applicable).
* NOTE: If you are selected, official transcript(s) will be required prior to your first day.
For more help, visit USAJOBS Help Center - What should I include in my resume?
We cannot be held responsible for incompatible software, delays in mail service, applicant application errors, etc.
If you are relying on your education to meet qualification requirements:
Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.
Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
$124.5k-161.9k yearly 12d ago
J.P. Morgan Wealth Management - Private Client Advisor - College Station, TX
JPMC
Finance analyst job in College Station, TX
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$53k-116k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Briaud Financial Advisors
Finance analyst job in College Station, TX
Briaud Financial Advisors is looking for a Financial Advisor to help us serve our clients as we grow. Our office has an academic, collaborative culture, so we are looking for someone who loves coming up with innovative solutions to clients' problems. This is not a sales job. Instead you'll get to focus on building impactful relationships with a select group of high net worth clients.
Our ideal candidate is an experienced financial Advisor, preferably one who has worked in an ensemble, fee-only wealth management firm.
Required:
CFP , CPA, or JD (Applicants with the JD only should have estate planning experience)
Demonstrated excellence in an area (i.e. academics, sports, hobbies, leadership roles outside of work, etc.)
Proven ability to explain complex financial concepts simply & meaningfully
Firsthand experience managing client relationships
Useful Information About Briaud
8 Certified Financial PlannersTM on staff
250 clients, with $470 million under management
Offices in College Station and Austin, Texas
Fee only since our founding in 1986
* For consideration, please submit a cover letter with resume
$45k-92k yearly est. 60d+ ago
Cost Accountant - Manufacturing
Us Modules
Finance analyst job in College Station, TX
Job Description
The Cost Accountant supports the financial operations of CIG's U.S. solar module manufacturing facility by developing, analyzing, and maintaining accurate product and production cost data. This role is responsible for standard cost maintenance, inventory valuation, variance analysis, and operational cost reporting. The ideal candidate brings strong manufacturing cost accounting experience, excellent analytical capabilities, and the ability to partner closely with operations, engineering, and supply chain to improve cost accuracy, production efficiency, and overall financial performance.
Key Responsibilities
Cost Accounting & Analysis
Maintain and update standard costs for raw materials, components, labor, and overhead in alignment with production changes and company cost-accounting policies.
Analyze manufacturing cost variances, including purchase price variance, material usage, labor efficiency, overhead absorption, scrap, and yield performance.
Perform month-end cost accounting close activities, including journal entries, accruals, and account reconciliations.
Prepare detailed reports for COGM/COGS, production variances, and cost trend analysis.
Support margin analysis by SKU, product line, and customer as assigned by the Controller.
Assist in maintaining accurate routing and BOM structures within the ERP system.
Inventory Management
Perform routine inventory reconciliations across raw materials, WIP, and finished goods; investigate and resolve discrepancies.
Support cycle counts and physical inventory audits; ensure adherence to corporate inventory control policies.
Validate BOM accuracy, routing standards, and material consumption to ensure alignment between financial and operational data.
Production & Operations Support
Partner with operations, engineering, and supply chain to understand cost drivers and identify efficiency improvements.
Evaluate the cost impact of process changes, new products, engineering updates, and material substitutions.
Assist with make-vs-buy analyses, cost estimates for new products, and review of capital expenditure proposals.
Provide operational cost insights to support continuous improvement, yield optimization, and scrap reduction initiatives.
Financial Reporting & Support
Support the Controller in preparing forecasts, budgets, and cost variance explanations.
Prepare cost-related dashboards and KPI reporting (e.g., scrap, throughput, yield, absorption, labor efficiency).
Ensure compliance with GAAP, manufacturing cost accounting standards, internal control requirements, and company policies.
Maintain proper documentation and audit support for cost accounting areas.
Qualifications
Education
Bachelor's degree in Accounting, Finance, or related field.
CPA, CMA, or progress toward certification.
Experience
3+ years of accounting/finance experience in a manufacturing environment.
Experience within solar, semiconductor, electronics, or other high-volume manufacturing environment preferred.
Experience with financial software and ERP systems (e.g., SAP, Oracle, Microsoft Dynamics).
Experience in financial reporting, cost accounting, and standard costing in a manufacturing or industrial setting.
Skills & Abilities
Strong knowledge of GAAP and cost accounting principles.
Advanced Excel skills (lookups, pivot tables, cost modeling).
Excellent analytical, problem-solving, and communication skills.
Ability to work cross-functionally and influence operations and engineering partners.
High attention to detail with strong organizational skills.
Ability to manage multiple priorities in a fast-paced manufacturing environment.
We offer a competitive salary, robust benefits, paid time off and growth opportunities.
$48k-68k yearly est. 22d ago
Financial Analyst
Murray Resources 4.7
Finance analyst job in Montgomery, TX
A leading wholesale distribution company is seeking a FinancialAnalyst to support data-driven decision-making and financial performance across the organization. The ideal candidate is a detail-oriented, analytical professional with a collaborative mindset. Working cross-functionally, the new hire will deliver actionable insights by analyzing financial data, forecasting trends, and supporting reporting initiatives while ensuring accuracy and financial integrity.
Salary + Additional Benefits:
$60,000-$65,000
Medical Insurance
Dental Insurance
Vision Insurance
401K - company match
Location: Montgomery, TX
Type of Position: Direct Hire
Responsibilities:
Prepare and analyze financial reports, budgets, and forecasts to support decision making.
Monitor key performance indicators (KPIs) and provide actionable insights.
Partner with business units to assess financial impacts of operational activities.
Conduct variance analysis between actuals and budget/forecast.
Develop financial models to evaluate business initiatives and investment opportunities.
Assist with month-end close and reporting processes.
Support ad hoc reporting requests and special projects from leadership.
Ensure data accuracy across reporting systems and suggest process improvements.
Requirements:
Bachelor's degree in Finance, Accounting, Economics, or a related field
2+ years of experience in financial analysis, planning, or business intelligence
Proficient in Microsoft Excel and financial modeling
Strong analytical, communication, and problem-solving skills
Experience in CPG Distribution and service-based environments preferred
Understanding of GAAP and financial reporting standards preferred
Must be able to sit or stand for extended periods and operate standard office equipment
Occasional travel may be required for meetings or training
Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application. #LI-DNI
$60k-65k yearly 4d ago
J.P. Morgan Wealth Management - Private Client Advisor - College Station, TX
Jpmorganchase 4.8
Finance analyst job in College Station, TX
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$55k-103k yearly est. Auto-Apply 60d+ ago
Field Reporting Specialist - FT - Cincinnati, OH
The Adam Corporation Group 4.2
Finance analyst job in Bryan, TX
Summary /Objective
This position is responsible for the timely, professional and safe completion of assigned underwriting surveys. The Field Reporting Specialist will interact with Reviewers, insurance agency personnel and policy holders while maintaining a polite, professional manner and appearance at all times. The Field Reporting Specialist will use their own personal vehicle for daily travel in an assigned territory including some overnight travel. The ability to work independently and ability to efficiently navigate a geographical area are required for the position.
Essential Functions
Accurate measurement of exterior perimeter of subject structures
Accurate observation of interior construction finishes and materials
Accurate observation of condition and maintenance of subject structure
Accurate observation of liability exposures and hazards
Accurate and objective observation of roof covering
Accurate and objective policyholder interview
Accurate and complete submission of diagrams, photos, orders and reports
Candidate is expected to exceed minimum productivity requirements
Efficient organization of inspections and report preparation
Competencies
Thoroughness
Sound judgement
Time management
Problem solving/analysis
Self- motivated
Strong organizational skills
Meet or exceed deadlines
Work Environment
Must be comfortable with working outside in the elements which can include extreme hot and cold temperatures for long periods of time several days in the week. Must be comfortable with potentially long commutes and driving in both rural and urban settings.
Physical Demands
Must be physically fit and able to walk, stand and sit for long periods of time.
Must be able to lift up to 50lbs several times throughout the day.
Must be able to ascend and descend on extension ladder and scale moderately pitched roofs.
Must have good sense of balance and capable of walking and working on uneven ground.
Position Type/Expected Hours of Work
This is a full-time position must be available Monday through Friday and some weekend availability.
Travel
Occasional overnight travel may be required.
Required Education and Experience
High school diploma or GED required
Experience working in the insurance and/or field survey industry desirable
Proficient in oral and written communication.
Additional Eligibility Qualifications
Must have a valid driver's license
Must have a reliable vehicle
Must have a cell phone
Must have car insurance in your name
Ability to navigate via maps and written directions
Fully functional PC based computer with printer
High speed internet service
Computer and keyboard proficiency
Proficiency in usage of the internet navigation and email
General Physical Job Demands
Not at all
Occasionally
1-33%
Frequently
34- 66%
Constantly
67-100%
Sit
X
Stand
X
Walk
X
Run
X
Jump
X
Twist/Turn
X
Stoop/Bend
X
Squat
X
Crawl/Kneel
X
Climb
X
Balance
X
Drive
X
Reach Above Shoulder
X
Repetitive Hand/Wrist
X
Forearm Rotation
X
Aerobic activity
X
Anaerobic
X
Grooming Requirements
Hair must be a natural color and kept neatly groomed at all times. Braids, cornrows and dread locks may be worn as long as the style is conservative, they lie snugly on the head, are neat in appearance. Men's hair must not be longer than the bottom of collar. Mohawks and spiked hair are prohibited. Men may not have ponytails.
Facial hair may not be more than 1/2 inch long at the bottom and the area under the chin must be shaved. Sideburns must not extend beyond the ear lobe or into the face. All skin surrounding any facial hair must always be clean-shaven.
Notes
All offers for employment are conditioned upon successful completion of a background screening, drug screening, and physical agility test tailored to the requirements of the position.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice based on business needs.
$53k-78k yearly est. Auto-Apply 60d+ ago
Financial Aid Advisor I
Texas A&M University 4.4
Finance analyst job in College Station, TX
Job Title Financial Aid Advisor I Agency Texas A&M University Department Scholarships And Financial Aid Proposed Minimum Salary Commensurate Job Type Staff Job Description What We Want Scholarship & Financial Aid is seeking a Financial Aid Advisor I who will be primarily responsible for financial aid processing. As a financial aid processor, this person will work with a team behind the scenes to process documents and review student files. We are looking for a detail-oriented individual who can work in a fast-paced environment, multi task, problem solve, and work with spreadsheets and data. The ideal candidate will be passionate and enthusiastic about providing excellent service to students by timely working daily processing tasks.
Who We Are
The mission of Scholarships & Financial Aid is to provide students and their families with the financial information, resources, and support needed to attend Texas A&M University. We offer a wide range of financial assistance programs, including grants, student loans, work-study employment, military education benefits, athletic aid coordination, and short-term and emergency tuition loans. Our office administers aid and military education benefits for students at Texas A&M's College Station, Galveston, McAllen, School of Law, and Health Science Center campuses-disbursing over $1 billion in financial assistance during the last academic year.
What You Need to Know
Salary Range: $21.64/hour
Cover Letter & Resume: A cover letter and resume are strongly recommended
Other Requirements:
* Occasional travel
* May be asked to work weekends, holidays, and outside regular business hours during peak periods
* Must comply with Texas A&M System Policy 07.02 Texas Higher Education Fair Lending Practices
* Must be in good standing on all Federal Student Loans. The U.S. Dept. of Education will not grant access to student loan data for any individual who is in default status. Access to such information is a necessity for this position. Must be able to rectify default status within three months of employment. Good standing must be maintained for continued employment.
Essential Duties/Tasks
Advising/Processing
* Under close supervision, learns to use discretion and independent judgment to advise and counsel students and their families on financial aid and scholarships
* Assists with reviews of student files and adjusts as needed
* Learns the student financial aid/scholarship process and shadows team members
* Award, revise and/or approve the disbursement of financial aid through the specific controls of program policy and guidelines
* Communicate with students and their families via multiple methods (i.e. email, in-person, phone, etc.)
* Review application data against additional data received and resolve discrepancies or adjust data in Banner/Compass as appropriate
* Collaborate with on campus representatives regarding students' financial aid concerns
Financial Aid Knowledge & Team Support
* Learns, interprets, and maintains knowledge of current federal, state, and institutional policies, procedures, and regulations pertaining to financial aid
* Learns how staff interact with students and help transition students from prospective to currently enrolled students
* Ensure processing activities adhere to established policies and procedures while using critical thinking skills
General
* Participates in and assists in the planning and execution of events for departmental initiatives (e.g. financial aid awareness programs, Aggieland Saturday, New Student Conferences)
* Learns how to respond to various questions that may require researching and consolidating data regarding financial aid and scholarships
* Attends local, state, and national workshops, and conferences
* May assist with presentations
Military Education Benefits Processor
* Learns to certify Veteran Affairs (VA) education benefit requests, reviewing submitted VA documentation for completion and notifying students if there are discrepancies, missing information, or incomplete documentation.
* Learns to track missing/incomplete student uploaded documentation in Banner/Compass.
* Learns to update team status report figures/dates.
* Learns to process and send VA debt letters received to Student Business Services (SBS) for repayment.
* Learns to review and process completed Primary Institution Letters (PILs) uploaded by students.
* Learns to reconcile VA payments with tuition and fees contracts.
* Learns to use discretion to respond to various questions related to federal military education benefits.
* Learns to work with the team and supervisor to resolve discrepancies or other problems.
* Learns to process eligible Hazelwood Exemption requests, reviewing submitted Hazelwood documentation for completion and notifying students if there are discrepancies, missing information, or incomplete documentation.
* Learns to assist in reporting Hazelwood exemptions to the Texas Veterans Commission.
* Learns to use discretion to respond to various questions related to state military education benefits.
* Learns to assist Aggie One Stop staff with student questions.
Qualifications
Required Education and Experience
* Bachelor's degree or an equivalent combination of education and experience.
* No experience required.
Required Knowledge, Skills, and Abilities:
* Ability to meet deadlines and maintain a high level of accuracy, professionalism, and customer service.
* Working knowledge of Microsoft Office software.
* Ability to work individually or as a team in a dynamic organization.
* Good interpersonal communication skills.
* Must be literate in the English language and able to comprehend, give and follow both written and verbal instructions.
* Ability to organize and make decisions.
* Ability to work well under pressure.
* Ability to use tact, diplomacy, and judgment in dealing with all customers.
Why Texas A&M University?
We are a prestigious university with strong traditions, Core Values, and a community of caring and collaboration. Amenities associated with a major university, such as sporting and cultural events, state-of-the-art recreation facilities, the Bush Library and Museum, and much more await you. Experience all that a big city has to offer but with a reasonable cost-of-living and no long commutes.
* Medical, prescription drug, dental, vision, life and AD&D, flexible spending accounts, and long-term disability insurance with Texas A&M contributing to employee health and basic life premiums
* 12-15 days of annual paid holidays
* Up to eight hours of paid sick leave and at least eight hours of paid vacation each month
* Automatic enrollment in the Teacher Retirement System of Texas
* Health and Wellness: Free exercise programs and release time
* Professional Development: All employees have access to free LinkedIn Learning training, webinars, and limited financial support to attend conferences, workshops, and more
* Educational release time and tuition assistance for completing a degree while a Texas A&M employee
* Living Well, a program at Texas A&M that has been built by employees, for employees
Our Commitment
Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives, talents & lived experiences. Embracing varying opinions and perspectives strengthens our core values which are: Respect, Excellence, Leadership, Loyalty, Integrity, and Selfless Service.
All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check.
Equal Opportunity/Veterans/Disability Employer.
$29k-35k yearly est. Auto-Apply 5d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance analyst job in College Station, TX
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 40d ago
Accountant/Financial Analyst
Aerotek Commercial Staffing 4.4
Finance analyst job in College Station, TX
This Senior FinancialAnalyst is responsible for fiscal functions of the company in accordance with GAAP and within in the biotechnology industry. This position will directly support the Controller.
Qualifications
Bachelor's degree is required
Minimum of 5 years of experience
Federal Acquisition Regulations (FAR)
Earned Value Management Systems (EVMS)
Additional Information
**Full-time opportunity
No sponsorship available for this opportunity.
About NMS Insurance Services NMS Insurance Services (SA) Ltd ("NMSIS") is a composite microinsurer within Sanlam Fintech ("SFT"), acquired in November 2024 from the MultiChoice Group ("MCG") (60% interest). We manage over 2.7m policies across roughly 2m clients in South Africa, delivering a bottom-line of approximately R500m, and with a bold ambition of more than double in size within five years, as we expand into the Rest of Africa ("RoA"). Historically a product-focused microinsurer, we are now actively repositioning as the orchestrator of financial services within the MultiChoice ecosystem - a shift that will redefine our scale, partnerships, and impact. This strategic shift will see us expand beyond our licence-based products to deliver a broader range of embedded and standalone solutions from NMSIS, Sanlam, Santam, and affiliated partners. Our mandate extends to driving the success of the "Sanlam | Santam | MCG" Joint Venture in both South Africa and the
RoA, working closely with SanlamAllianz and MultiChoice Africa Holdings.
Sanlam is a leading financial services group, recognized for its innovative approach towards providing comprehensive insurance, investment, health, and credit solutions to millions of clients across Africa. As part of its strategy, it is part of Sanlam's mission to digitize new and existing business models and activate them to acquire digital-first customer segments that have historically been difficult and expensive to acquire.
About the Role
This role will be responsible for the comprehensive oversight and execution of reporting (incl. management, risk, regulatory and statutory) strategy and processes.
Reporting to the Chief Financial Officer of NMS Insurance Services, the Senior Financial Manager will be responsible for supporting the Chief Financial Officer with driving the various Finance objectives in line with the company culture. The Senior Financial Manager will be responsible for supporting the management and direction of finance resources, providing sound financial advice, ensuring that stringent and rigorous accounting processes and controls are in place, ensuring accurate reporting of financial results and operational excellence.
Role and Responsibilities
Budgeting & Forecasting
* Lead annual budgets and multi-year plans aligned to strategic goals, KPIs and key business drivers.
* Manage efficient target-setting and ensure adherence to Group Finance principles.
* Refresh forecasts regularly, improving reliability through robust tracking and analysis.
* Provide insight-driven analytics to support executive decision-making and drive operational efficiency.
Financial Control & Close
* Oversee accurate IFRS-compliant financial statements and timely month-end, quarter-end and year-end close.
* Manage internal and external audits, ensuring strong internal controls, reconciliations, and master data governance.
* Oversee taxation processes (CIT, VAT, DWT) and ensure compliance in collaboration with Group tax experts.Identify and mitigate financial risks through proactive controls and regular IFC/RACM reviews.
Financial Reporting
* Drive accurate and timely management, regulatory and statutory reporting.Enhance reporting systems and BI tools, ensuring robust financial data governance.
* Analyse business performance, provide insights on trends, and support cost management.Prepare AFS, Board/Audit Committee packs, and regulatory returns.
* Uphold governance principles (King IV, Companies Act) and manage first-line risk processes, including CURA updates.
Collaboration & Stakeholder Management
* Work closely with finance, tax, actuarial, treasury, IT and business teams across Sanlam, Santam and Multichoice.
* Contribute to business-critical projects, including the transition from Multichoice to Sanlam.
What will make you successful in this role?
* Playing an integral part in developing and implementing the Finance OKRs that support the business OKRs.
* Being a team player and getting satisfaction from seeing the team succeed.
* The team's success is my success.
* Owns problems that require coordination across multiple teams, roles and/or individuals.
* Encourages and facilitates creative problem-solving across teams, fostering collaboration to tackle complex challenges with limited resources.
* Independently discovers, scopes and breaks down complex impactful work for self and others, ensuring accountability and inspiring ownership for team outcomes, whilst leading by example during execution.
* A positive, client centric and growth mindset, proactively seeking self-development opportunities to increase impact through quality service delivery.
* Continuous pursuit of innovative solutions.
* Promote and uphold the brand, culture and values.
* Embodying the values of honesty and integrity.
What will you enjoy?
* Participating in and support with embedding a high-performance culture where ownership, speed and agility is required to make an impact and the knowledge that your contribution is valued.
* Learn from organisational experts and having access to a network of seasoned professionals to leverage expertise from.
* Diving into projects that touch the lives of millions. Making a real difference in the lives of people through financial inclusion and education.
You will be the best Candidate if you have
Qualifications
* CA (SA) Qualification
* Experience in managing finance delivery
Experience
* Minimum 8-10 years senior management experience within the Financial Services Industry.
* Excellent leadership, communication and interpersonal skills (influencing and relationship building).
* Strategic thinker with the ability to translate complex data into actionable insights.
* Strong analytical and problem-solving skills.
* Ability to manage multiple projects and priorities in a fast-paced environment.
* Detail-oriented with a commitment to accuracy and pride in quality product delivery.
* Excellent team player with a collaborative approach to working with cross-functional teams.
Knowledge
* Proficiency in financial software and data analytics tools (e.g. SAP, HFM, PowerBI, etc.) - Visualisation & dashboarding.
* Strong knowledge of IFRS and regulatory requirements.
* Strong knowledge of taxation.
* Very Good technical accounting knowledge.
* Knowledge of Sanlam's financial reporting systems
Build a successful career with us
We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
$80k-122k yearly est. 60d ago
Private Wealth Advisor
Firstrand 4.1
Finance analyst job in Bellville, TX
To deliver exceptional experience and education to RMB High Nett Worth Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
We are RMB
RMB is a leading African Corporate and Investment Bank (CIB). We partner our clients to deliver advisory, lending, trading, securities, corporate banking, private equity and investment solutions. We represent the CIB activities of FirstRand Limited - one of the largest financial services groups in Africa.
Are you someone who can:
* Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
* Identify and utilise opportunities for revenue growth to deliver on sales targets.
* Provide appropriate banking and financial solutions across an allocated portfolio of clients.
* Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
* Ensure compliance to legislative and audit requirements and adherence to relevant processes.
* Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
* Develop, encourage and nurture collaborative relationships within RMB and/or across the First Rand Group (FRG).
* Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
* Participate in planned activities that are appropriate for own development.
* Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.
* Deliver internal and external customer service excellence through adherence to quality service standards.
* Prevent wastage and identify process improvements to contain and reduce costs.
You will be an ideal candidate if you:
* Relevant NQF7 Level Degree in Finance, Economics or Accounting.
* Completed RE5 qualification.
* Preferred Qualification - Certified Financial Planner (CFP)
* Experience - 3 to 5 years' experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment.
* Full understanding of money management principles
* Candidates are required to have sign-off on the following sub-categories:
* 1.3 Long-Term Insurance subcategory B1
* 1.4 Long-Term Insurance subcategory C
* 1.5 Retail Pension Benefits
* 1.14 Participatory Interests in a Collective Investment Scheme
* 1.17 Long-term Deposits
* 1.18 Short-term Deposits
* 1.22 Long-term Insurance subcategory B1-A
* Sound working knowledge of required business-related systems.
* Sound working knowledge of Banking and Financial Services Regulatory requirements.
* Knowledge on wealth management creation and accumulation
* Wealth protection or risk knowledge
* Excellent project management skills and able to plan and organize work independently.
* Proven track record in servicing a portfolio of clients and in acquisition of new relationships.
* Excellent knowledge of global financial markets and current affairs
* Ability to match client needs with appropriate product solutions.
* Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders' interests always.
Additional Requirements
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
#Post
#FNB
#LI-AA1
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
13/02/26
All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
$69k-149k yearly est. Auto-Apply 5d ago
Financial Aid Advisor I
Texas A&M 4.2
Finance analyst job in College Station, TX
Job Title
Financial Aid Advisor I
Agency
Texas A&M University
Department
Scholarships And Financial Aid
Proposed Minimum Salary
Commensurate
Job Type
Staff
Job Description
What We Want
Scholarship & Financial Aid is seeking a Financial Aid Advisor I who will be primarily responsible for financial aid processing. As a financial aid processor, this person will work with a team behind the scenes to process documents and review student files. We are looking for a detail-oriented individual who can work in a fast-paced environment, multi task, problem solve, and work with spreadsheets and data. The ideal candidate will be passionate and enthusiastic about providing excellent service to students by timely working daily processing tasks.
Who We Are
The mission of Scholarships & Financial Aid is to provide students and their families with the financial information, resources, and support needed to attend Texas A&M University. We offer a wide range of financial assistance programs, including grants, student loans, work-study employment, military education benefits, athletic aid coordination, and short-term and emergency tuition loans. Our office administers aid and military education benefits for students at Texas A&M's College Station, Galveston, McAllen, School of Law, and Health Science Center campuses-disbursing over $1 billion in financial assistance during the last academic year.
What You Need to Know
Salary Range: $21.64/hour
Cover Letter & Resume: A cover letter and resume are strongly recommended
Other Requirements:
Occasional travel
May be asked to work weekends, holidays, and outside regular business hours during peak periods
Must comply with Texas A&M System Policy 07.02 Texas Higher Education Fair Lending Practices
Must be in good standing on all Federal Student Loans. The U.S. Dept. of Education will not grant access to student loan data for any individual who is in default status. Access to such information is a necessity for this position. Must be able to rectify default status within three months of employment. Good standing must be maintained for continued employment.
Essential Duties/Tasks
Advising/Processing
Under close supervision, learns to use discretion and independent judgment to advise and counsel students and their families on financial aid and scholarships
Assists with reviews of student files and adjusts as needed
Learns the student financial aid/scholarship process and shadows team members
Award, revise and/or approve the disbursement of financial aid through the specific controls of program policy and guidelines
Communicate with students and their families via multiple methods (i.e. email, in-person, phone, etc.)
Review application data against additional data received and resolve discrepancies or adjust data in Banner/Compass as appropriate
Collaborate with on campus representatives regarding students' financial aid concerns
Financial Aid Knowledge & Team Support
Learns, interprets, and maintains knowledge of current federal, state, and institutional policies, procedures, and regulations pertaining to financial aid
Learns how staff interact with students and help transition students from prospective to currently enrolled students
Ensure processing activities adhere to established policies and procedures while using critical thinking skills
General
Participates in and assists in the planning and execution of events for departmental initiatives (e.g. financial aid awareness programs, Aggieland Saturday, New Student Conferences)
Learns how to respond to various questions that may require researching and consolidating data regarding financial aid and scholarships
Attends local, state, and national workshops, and conferences
May assist with presentations
Military Education Benefits Processor
Learns to certify Veteran Affairs (VA) education benefit requests, reviewing submitted VA documentation for completion and notifying students if there are discrepancies, missing information, or incomplete documentation.
Learns to track missing/incomplete student uploaded documentation in Banner/Compass.
Learns to update team status report figures/dates.
Learns to process and send VA debt letters received to Student Business Services (SBS) for repayment.
Learns to review and process completed Primary Institution Letters (PILs) uploaded by students.
Learns to reconcile VA payments with tuition and fees contracts.
Learns to use discretion to respond to various questions related to federal military education benefits.
Learns to work with the team and supervisor to resolve discrepancies or other problems.
Learns to process eligible Hazelwood Exemption requests, reviewing submitted Hazelwood documentation for completion and notifying students if there are discrepancies, missing information, or incomplete documentation.
Learns to assist in reporting Hazelwood exemptions to the Texas Veterans Commission.
Learns to use discretion to respond to various questions related to state military education benefits.
Learns to assist Aggie One Stop staff with student questions.
Qualifications
Required Education and Experience
Bachelor's degree or an equivalent combination of education and experience.
No experience required.
Required Knowledge, Skills, and Abilities:
Ability to meet deadlines and maintain a high level of accuracy, professionalism, and customer service.
Working knowledge of Microsoft Office software.
Ability to work individually or as a team in a dynamic organization.
Good interpersonal communication skills.
Must be literate in the English language and able to comprehend, give and follow both written and verbal instructions.
Ability to organize and make decisions.
Ability to work well under pressure.
Ability to use tact, diplomacy, and judgment in dealing with all customers.
Why Texas A&M University?
We are a prestigious university with strong traditions, Core Values, and a community of caring and collaboration. Amenities associated with a major university, such as sporting and cultural events, state-of-the-art recreation facilities, the Bush Library and Museum, and much more await you. Experience all that a big city has to offer but with a reasonable cost-of-living and no long commutes.
Medical, prescription drug, dental, vision, life and AD&D, flexible spending accounts, and long-term disability insurance with Texas A&M contributing to employee health and basic life premiums
12-15 days of annual paid holidays
Up to eight hours of paid sick leave and at least eight hours of paid vacation each month
Automatic enrollment in the Teacher Retirement System of Texas
Health and Wellness: Free exercise programs and release time
Professional Development: All employees have access to free LinkedIn Learning training, webinars, and limited financial support to attend conferences, workshops, and more
Educational release time and tuition assistance for completing a degree while a Texas A&M employee
Living Well, a program at Texas A&M that has been built by employees, for employees
Our Commitment
Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives, talents & lived experiences. Embracing varying opinions and perspectives strengthens our core values which are: Respect, Excellence, Leadership, Loyalty, Integrity, and Selfless Service.
All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check.
Equal Opportunity/Veterans/Disability Employer.
$27k-32k yearly est. Auto-Apply 60d+ ago
Financial Solutions Advisor - Registration Candidate - College Station Area
Bank of America 4.7
Finance analyst job in College Station, TX
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing, and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you:
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications:
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Bi-lingual Spanish speaking
Skills:
Advisory
Account Management
Client Experience Branding
Customer and Client Focus
Oral Communications
Issue Management
Client Solutions Advisory
Pipeline Management
Active Listening
Attention to Detail
Risk Management
Policies, Procedures, and Guidelines
Client Management
Causation Analysis
Written Communications
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Schedule:
Monday - Friday and rotating Saturdays
Shift:
1st shift (United States of America)
Hours Per Week:
40
$46k-75k yearly est. Auto-Apply 3d ago
Enterprise Resource Planning (ERP) Analyst II - CRM Analyst II
Sam Houston State University 4.1
Finance analyst job in Huntsville, TX
Come and join the Bearkat community! Named after Texas' legendary hero, General Sam Houston, the university boasts a rich historical legacy that resonates with the spirit of Texas, which provides a balance between a peaceful, natural setting and proximity to urban amenities. With a student population of over 21,000, SHSU offers a vibrant and dynamic community. SHSU has a small town feel with large scale opportunities. Located in the Piney Woods region of East Texas and just an hour drive north of Houston, Huntsville provides area residents with a sense of community and belonging.
SHSU offers compelling options for individuals seeking a fulfilling and impactful career including a superior benefit package, competitive salaries and a flexible work environment fostering work/life balance. SHSU offers programs that support a healthy work-life balance, contributing to employee well-being and job satisfaction, as well as, professional development opportunities with our educational assistance and dependent assistance programs.
Posting Information
This position is security-sensitive and thereby subject to the provisions of the Texas Education Code §51.215, which authorizes the employer to obtain criminal history record information.
Requisition 202600002S Title Enterprise Resource Planning (ERP) Analyst II - CRM Analyst II FLSA status Exempt Hiring Salary
This position is a pay grade 16. Please see Pay Grade Table at: *******************************************************************
Occupational Category Professional Department IT Strategy Division Information Technology Open Date 01/07/2026 Open Until Filled Yes Educational and Experience Requirement
Bachelor's degree in computer science, Information Systems. Two years' experience. History of professional growth as evidenced by the acquisition of relevant professional development and certification such as Salesforce, Marketing Cloud, and MuleSoft are preferred. Strong understanding of CRM concepts. Excellent problem-solving and analytical skills. Exceptional communication and collaborations skills. A combination of education, experience, and training that would produce the required knowledge and abilities could be considered.
Nature & Purpose of Position
Work as part of a team providing complex configuration, declarative programming, reporting, user management, integration, and analytical support services for at least one of the campus CRM technologies (Salesforce CRM, Salesforce Experience Cloud, Salesforce Marketing Cloud, MuleSoft, etc.).
Primary Responsibilities
Analyzes functional requirements to determine moderate to complex technical requirements. Designs and implements moderately complex system features, changes, or integrations using declarative languages, REST APIs, JSON, SOQL, SQL, and other programming languages based on defined standards and procedures in CRM and/or integration technologies. Coordinate upgrades, releases, and data migrations. Partners with stakeholders to determine business requirements, translate business requirements into technical requirements, execute testing plans for developed solutions, document solutions, and train others. Responds to, troubleshoots, and repairs issues with CRM, integration technologies, and other related technologies. Develops and implements timelines to meet the goals of functional areas. Develop custom applications and workflows. Manages users, roles, profiles, and permissions. Resolves issues across platforms. Supports Marketing Cloud campaigns, journeys, and automations. Design and implement moderately complex MuleSoft integrations. Develops, implements and refines the processes necessary to refresh or otherwise maintain sets of data for testing and development purposes, converting data and systems, and automating processes when possible. Performs other related duties as assigned.
Other Specifications
Requires a demonstrated ability to establish congenial work relationships and to communicate effectively within department workgroup as well as throughout the university. May interpret and apply complex policies affecting one or more functional areas. Work requires considerable judgment and sound reasoning to solve department and division issues. Work requires attention to detail as errors can be potentially serious.
Full Time Part Time Full Time Position Number Quicklink *******************************************
$50k-74k yearly est. 19d ago
Pricing Analyst- HVAC
Daikin 3.0
Finance analyst job in Waller, TX
Job Description
Daikin Comfort Technologies Manufacturing, LP. is seeking a professional, skilled individual for our Pricing Analyst position located at our Daikin Texas Technology Park facility in Waller, TX. The Pricing Analyst is responsible for advanced data collection, consolidation, and in-depth analysis of sales and pricing data for HVAC products. This role leads pricing strategy development, evaluates competitor pricing, and recommends comprehensive adjustments to optimize sales performance. The Analyst 3 also plays a key role in maintaining the integrity of pricing data across systems, collaborating with executives, and driving strategic decisions that align with business goals. Greater autonomy is expected in this role, with responsibilities for more complex tasks and mentoring junior analysts.
Why work with us?
> Benefits are effective on day one for all full-time direct hires.
> Training programs are available to help guide team members and develop new skills.
> Growth Opportunities - there are immense opportunities to grow your career.
> You will be part of a Global Company - our family brands are backed by Daikin Industries, Ltd.
Position Responsibilities may include:
• Serve as a subject matter expert on Mapics and Mincron systems, leading efforts to review, revise, and update product attributes and pricing, ensuring accuracy across all ERP systems.
• Lead complex analyses of sales, pricing, and margin data to develop comprehensive pricing strategies that align with overall business goals.
• Conduct deep-dive analyses on new and existing customer data to identify significant trends, opportunities, and competitive advantages.
• Lead pricing and product positioning assessments, making strategic recommendations to improve profitability and market competitiveness.
• Collaborate with divisional leadership to provide strategic insights on pricing data for high-level decision-making.
• Act as a key advisor to field sales teams, providing sophisticated pricing and promotional strategies based on data analysis and market trends.
• Lead special projects and initiatives as assigned.
• Train and mentor other Pricing Analysts
• Continuously provide strategic insights and recommendations that support business growth and optimization.
• Maintain, oversee, and ensure the integrity of base pricing and the accuracy of price books across all company systems.
• Review and audit pricing models and structures, ensuring compliance and consistency with business objectives.
• Take a leadership role in managing customer pricing inquiries, providing timely and expert-level responses.
• Collaborate extensively with Marketing to ensure all base and distributor pricing is strategically positioned prior to product launches.
• Design and maintain advanced pricing models that track the long-term impact of pricing decisions on sales, profitability, and market share.
• Lead and support various ad hoc projects and analyses, working closely with Pricing, Marketing, and other internal teams to drive strategic initiatives.
• Work alongside the Credit Group to review and approve complex pricing adjustments, credit requests, and invoice corrections.
• Identify and implement strategic process improvements to enhance pricing accuracy and profitability, leading cross-functional efforts to drive continuous improvement.
Nature & Scope:
• Applies advanced job knowledge gained through significant work experience and/or specialized education.
• Uses discretion and judgment to adapt processes and develop new solutions to complex problems.
• Operates with limited supervision and often takes the lead on tasks, projects, and problem resolution.
• Provides mentorship and guidance to junior analysts.
• Solves a range of difficult problems independently, offering innovative solutions and strategic insights.
Knowledge & Skills:
• Extensive knowledge of Mapics and Mincron systems, with the ability to lead pricing reviews and updates across all ERP platforms.
• Expertise in consolidating and analyzing complex data to deliver impactful, strategic pricing recommendations.
• Ability to evaluate market trends, sales performance, and pricing strategies to develop high-level insights and strategies.
• Proven ability to maintain the integrity of pricing systems and ensure accurate, complete data across all platforms.
• Strong collaboration skills, working effectively with cross-functional teams such as Marketing, Sales, and Credit.
• Advanced skills in developing pricing models and tracking systems that align with business strategies and goals.
• Exceptional communication skills, capable of presenting insights and strategies to senior leaders and cross-functional teams.
• Ability to take a leadership role in strategic initiatives, driving process improvements, and ensuring profitability.
Experience:
• 6+ years of relevant experience in pricing analysis, with demonstrated expertise in leading complex analyses and strategy development.
Education/Certification:
• Bachelor's degree required; advanced degrees or certifications in finance, business, or related fields preferred.
People Management: No
Physical Requirements / Work Environment:
• Must be able to perform essential responsibilities with or without reasonable accommodations
Reports To: Manager, Pricing
Qualified Applicants must be legally authorized for employment in the United States. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in the United States.
The Company provides equal employment opportunity to all employees and applicants regardless of a person's race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.
$50k-75k yearly est. 10d ago
Pricing Analyst- HVAC
Daikin Comfort
Finance analyst job in Waller, TX
Daikin Comfort Technologies Manufacturing, LP. is seeking a professional, skilled individual for our Pricing Analyst position located at our Daikin Texas Technology Park facility in Waller, TX. The Pricing Analyst is responsible for advanced data collection, consolidation, and in-depth analysis of sales and pricing data for HVAC products. This role leads pricing strategy development, evaluates competitor pricing, and recommends comprehensive adjustments to optimize sales performance. The Analyst 3 also plays a key role in maintaining the integrity of pricing data across systems, collaborating with executives, and driving strategic decisions that align with business goals. Greater autonomy is expected in this role, with responsibilities for more complex tasks and mentoring junior analysts.
Why work with us?
> Benefits are effective on day one for all full-time direct hires.
> Training programs are available to help guide team members and develop new skills.
> Growth Opportunities - there are immense opportunities to grow your career.
> You will be part of a Global Company - our family brands are backed by Daikin Industries, Ltd.
Position Responsibilities may include:
• Serve as a subject matter expert on Mapics and Mincron systems, leading efforts to review, revise, and update product attributes and pricing, ensuring accuracy across all ERP systems.
• Lead complex analyses of sales, pricing, and margin data to develop comprehensive pricing strategies that align with overall business goals.
• Conduct deep-dive analyses on new and existing customer data to identify significant trends, opportunities, and competitive advantages.
• Lead pricing and product positioning assessments, making strategic recommendations to improve profitability and market competitiveness.
• Collaborate with divisional leadership to provide strategic insights on pricing data for high-level decision-making.
• Act as a key advisor to field sales teams, providing sophisticated pricing and promotional strategies based on data analysis and market trends.
• Lead special projects and initiatives as assigned.
• Train and mentor other Pricing Analysts
• Continuously provide strategic insights and recommendations that support business growth and optimization.
• Maintain, oversee, and ensure the integrity of base pricing and the accuracy of price books across all company systems.
• Review and audit pricing models and structures, ensuring compliance and consistency with business objectives.
• Take a leadership role in managing customer pricing inquiries, providing timely and expert-level responses.
• Collaborate extensively with Marketing to ensure all base and distributor pricing is strategically positioned prior to product launches.
• Design and maintain advanced pricing models that track the long-term impact of pricing decisions on sales, profitability, and market share.
• Lead and support various ad hoc projects and analyses, working closely with Pricing, Marketing, and other internal teams to drive strategic initiatives.
• Work alongside the Credit Group to review and approve complex pricing adjustments, credit requests, and invoice corrections.
• Identify and implement strategic process improvements to enhance pricing accuracy and profitability, leading cross-functional efforts to drive continuous improvement.
Nature & Scope:
• Applies advanced job knowledge gained through significant work experience and/or specialized education.
• Uses discretion and judgment to adapt processes and develop new solutions to complex problems.
• Operates with limited supervision and often takes the lead on tasks, projects, and problem resolution.
• Provides mentorship and guidance to junior analysts.
• Solves a range of difficult problems independently, offering innovative solutions and strategic insights.
Knowledge & Skills:
• Extensive knowledge of Mapics and Mincron systems, with the ability to lead pricing reviews and updates across all ERP platforms.
• Expertise in consolidating and analyzing complex data to deliver impactful, strategic pricing recommendations.
• Ability to evaluate market trends, sales performance, and pricing strategies to develop high-level insights and strategies.
• Proven ability to maintain the integrity of pricing systems and ensure accurate, complete data across all platforms.
• Strong collaboration skills, working effectively with cross-functional teams such as Marketing, Sales, and Credit.
• Advanced skills in developing pricing models and tracking systems that align with business strategies and goals.
• Exceptional communication skills, capable of presenting insights and strategies to senior leaders and cross-functional teams.
• Ability to take a leadership role in strategic initiatives, driving process improvements, and ensuring profitability.
Experience:
• 6+ years of relevant experience in pricing analysis, with demonstrated expertise in leading complex analyses and strategy development.
Education/Certification:
• Bachelor's degree required; advanced degrees or certifications in finance, business, or related fields preferred.
People Management: No
Physical Requirements / Work Environment:
• Must be able to perform essential responsibilities with or without reasonable accommodations
Reports To: Manager, Pricing
Qualified Applicants must be legally authorized for employment in the United States. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in the United States.
The Company provides equal employment opportunity to all employees and applicants regardless of a person's race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.
$49k-75k yearly est. 10d ago
Senior Accountant
Wctractor
Finance analyst job in Brenham, TX
At WCTractor, our accounting team plays a critical role in supporting strong, well-informed business decisions. We are looking for a Senior Accountant who values accuracy, accountability, and leadership, and who wants to be part of a company that takes pride in doing things the right way.
This role is well suited for someone with approximately five years of accounting experience and an accounting degree. A CPA is a plus but not required. You will be responsible for maintaining the integrity and reliability of WCTractor's financial statements while working closely with operations to understand how the business functions day to day and to support decision-making across the organization.
What You'll Do
Ensure the accuracy and integrity of financial statements and core accounting processes
Apply strong general accounting knowledge to routine and complex transactions
Partner with operations by providing clear, timely, and reliable financial information that supports sound business decisions
Demonstrate strong attention to detail and responsiveness to deadlines
Work as part of a collaborative accounting team, including supervising and mentoring team members as appropriate
Identify opportunities to improve processes and implement tools aligned with current technology trends
Qualifications
Qualifications
Bachelor's degree in Accounting or a related field
Approximately five years of progressive accounting experience
Strong understanding of general accounting principles, practices, and transactions
Experience preparing, reviewing, or supporting accurate financial statements
Prior supervisory or team leadership experience required
Proven ability to manage multiple priorities and consistently meet deadlines
High attention to detail with a strong sense of ownership and accountability
Ability to partner effectively with operations by providing accurate, timely financial information to support business decisions
Strong communication skills and an open, collaborative working style
Comfort working in a learning-focused environment that encourages questions and new ideas
Technology savvy with experience using modern accounting systems and tools
CPA license preferred but not required
Why WCTractor
WCTractor is committed to being the best in our industry, our community, and for our teams. We offer a supportive, team-oriented culture with an emphasis on learning and leadership development, meaningful work where accuracy and integrity truly matter, and the opportunity to contribute to a company that values people, common sense, and long-term success.
We are especially interested in candidates located within approximately 30 minutes of Brenham who are looking to build a long-term career close to home and be part of a company they are proud to represent.
WCTractor is an Equal Opportunity Employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.
How much does a finance analyst earn in College Station, TX?
The average finance analyst in College Station, TX earns between $39,000 and $85,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in College Station, TX
$58,000
What are the biggest employers of Finance Analysts in College Station, TX?
The biggest employers of Finance Analysts in College Station, TX are: