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  • Senior Analyst - BCG Vantage, Zero-Based Transformation

    Boston Consulting Group 4.8company rating

    Finance analyst job in Dallas, TX

    Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. What You'll Do As a Senior Analyst - BCG Vantage on our Client Focus path within BCG's Zero-Based Transformation (ZBT) topic, you will work in a growing global team, providing functional expertise and insights, working together with BCG case and proposal teams to deliver expert Zero-Based Transformation advisory to our clients. This will also include case delivery support and the creation of customized knowledge assets. You'll be deployed in client engagements with core consulting teams, actively engaging with clients to understand their needs, developing tailored solutions, and presenting insights and recommendations with clarity and confidence. In addition, you will support business development, go-to-market efforts and development of intellectual property & knowledge assets of the ZBT business, as opportunities arise, contributing to research and analysis & marketing efforts. ZBT is a fast-growing sub-unit within CFS that supports CEOs, CFO's and leaders to win the "next game"- and how to maximize value creation while doing it. ZBT provides the visibility needed to rigorously review and challenge ways of working and ultimately resetting the cost base in a way that guarantees the business is kept lean for a long-term. YOU'RE GOOD AT * Detailed cost baselining and spend analysis with strong understanding of cost categories at a granular level * Analysing large datasets of client financial and non-financial data utilizing advanced data analysis techniques to generate high value insights * Understanding and optimizing Chart of Accounts (CoA), general ledger systems and cost centers, providing insights to support cost management * Conducting internal and external benchmarking of costs to develop initial savings hypothesis * Identifying cost optimization levers to quantify savings potential and determining reinvestment opportunities * Conducting stakeholder interviews and facilitating challenger workshops with clients, supported with high quality analyses and your knowledge of optimization levers * Adapting the planning & budgeting process to sustainably incorporate the ZBT ways-of-working and savings ambitions * Defining governance policies for steering a ZBT program and implementing optimization initiatives * Monitoring savings realization and developing change management and communication for organization wide alignment * Working collaboratively and contributing effectively to team discussions; often leading discussions on alternative approaches and deliverables What You'll Bring * 3+ years of relevant work experience in cost restructuring required; candidates with consulting experience preferred * Minimum 2+ years of consulting experience strongly preferred, and 2-4+ years of industry experience in lieu of consulting experience * Master's degree in business administration, corporate finance, accounting, mathematics etc. with very good academic achievements and / or Qualified Chartered Accountant and / or ACCA and / or CMA, with a management consulting background * Outstanding analytical skills / comfortable working with large data sets to distill data driven insights * Outstanding interpersonal and communication skills to interact with internal and external stakeholder while working in a global collaborative team environment * Knowledge of data analysis and visualization tools (e.g., Alteryx and Tableau) will be an added advantage * Fluency in English Who You'll Work With Core Consulting Teams * Staffed as topic champion along with core consulting teams in client engagements by bringing in core domain expertise * Own and drive successful completion of a module in client projects * Provide insight generation expertise during team discussions to frame and structure client issues * Provide problem solving and solutioning to drive improvements across client organization * Enhance client deliverables by conducting high-quality analyses and applying business judgement * Suggests alternative or additional analyses to expand original scope and provide new insight * Demonstrate good slide-writing and story-lining skills to generate client ready materials * Concise, synthesized and confident during discussions with project teams, running workshops with client teams and presenting analysis & findings to clients * Develop effective relationships with senior project leadership to build strong demand as a topic champion for repeat staffing * Demonstrating adaptability and resilience, quickly adjusting to changing priorities and maintaining composure under pressure * Support proposal development by guiding consulting teams on transformation approach, BCG capabilities, past case credentials and experts Topic Teams * Build and update new topic-related customized knowledge products * Control the consistency of knowledge management databases * Reviews knowledge products and ensures they are current and relevant and updates when appropriate * Writes abstracts and indexes for projects and practice documents * Assisting in Practice Area intellectual capital development projects (studies, articles and other publications Additional info BCG Vantage is a powerhouse of expertise, seamlessly embedded within Practice Areas and markets to drive extraordinary impact. It equips BCG case teams and clients with cutting-edge expertise, proprietary assets, actionable data, and transformative insights that empower our case teams and enable our clients to achieve their aspirations. With global experts across 20 Practices, covering more than 100 topics, sectors and offers, plus four focused geographic markets, BCG Vantage delivers unparalleled depth and breadth of insight & expertise. BCG Vantage consists of three career paths, each playing a crucial role in delivering value to clients, case teams and practice teams. Client Focus (Embedded Expertise) * Integrates into client-facing teams to deliver direct client impact through expertise, know-how, and proprietary tools and assets Topic Activation (Sector Expertise with Proprietary Tool & Data Solutions) * Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients Research (Practice Topic and Sector-Aligned Research and Insights) * Delivers actionable research and insights tailored to the client project's needs; works with qualitative and quantitative data, conducts research and provides synthesized results from sources including commercial data, public and open source, company and industry research, macro-economic, commodities and trade data. *** For US locations only *** In the US, we have a compensation transparency approach. Total compensation for this role includes base salary, annual discretionary performance bonus, retirement contribution, and a market leading benefits package described below. The base salary range for this role in Dallas is $124,800 - $129,000. This is an estimated range, however, specific base salaries within the range depend on various factors such as experience and skill set. It is not common for new BCG employees to be hired at the high-end of the salary range. BCG regularly reviews its ranges to ensure market competitiveness. In addition to your base salary, your total compensation will include a bonus of up to 24% and a generous retirement contribution that starts at 5% and moves to 10% after 2 years. All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here (******************************************* for more information on E-Verify.
    $124.8k-129k yearly 1d ago
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  • Investment Analyst (looking for public accounting)

    Robert Half 4.5company rating

    Finance analyst job in Dallas, TX

    Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm. Please email your profile to Chris.Willhite@RobertHalf.com. Here is more on the opportunity: Conduct market analyses to evaluate market potential for development of proposed projects Evaluate financial feasibility of proposed projects Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments Communicate with key decision-makers Present key findings of feasibility analyses to executive management Assist executive management with development of business and strategic plans, proposals and presentations Participate with project and task-oriented initiatives Handle other responsibilities as assigned Education and Experience Required Bachelor's Degree with a concentration in Accounting or Finance from a highly regarded university Master's degree preferred Minimum of two years' business experience including financial analysis, accounting and operations Client service experience is preferred Knowledge, Skills, and Abilities Required Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy Analytical and problem-solving skills Basic financial modeling skills Interpersonal, oral and written communication skills Strong organization skills and ability to manage complex tasks and issues concurrently Demonstrate flexibility and positive client- service attitude Self-starter capable of working independently Please email your profile to Chris.Willhite@RobertHalf.com.
    $57k-92k yearly est. 2d ago
  • Asset Management Multifamily Analyst

    Selby Jennings

    Finance analyst job in Dallas, TX

    Selby Jennings has been exclusively retained to identify an Asset Management Analyst for a leading Commercial Real Estate investment firm headquartered in Dallas, TX. With over $3.5bn in assets under management, this firm is known for its strategic approach to real estate investing and its strong track record across multiple asset classes. This particular role will focus on the residential portfolio, including multifamily and BTR assets, making prior experience in residential real estate a key differentiator. The team is lean, dynamic, and highly collaborative, offering a unique opportunity for accelerated career growth, direct exposure to senior leadership, and involvement in high-impact investment decisions. The ideal candidate will be intellectually curious, analytically sharp, and eager to contribute to a fast-paced, entrepreneurial environment. Key Qualifications: - 1- 1.5 years of experience in residential real estate private equity, investment banking, or a related institutional investment platform - Strong academic credentials from a top-tier university, with a high GPA and positive performance reviews or rankings - Advanced financial modeling, underwriting, and due diligence capabilities, ideally gained through exposure to complex transactions - Excellent communication skills, both written and verbal, with the ability to present ideas clearly and confidently - Proven ability to manage multiple priorities under tight deadlines while maintaining attention to detail - Strong interpersonal skills and a collaborative mindset, with the ability to build relationships across teams and functions This is a rare opportunity to join a high-performing investment team at a pivotal stage of growth. If you're looking to take the next step in your real estate investment career, we encourage you to apply.
    $55k-83k yearly est. 2d ago
  • Corporate Strategy Analyst

    Landmark Structures

    Finance analyst job in Southlake, TX

    Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision. Challenging the norm and innovating better methods is core to our approach. The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification. Responsibilities and Duties Essential Functions: Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors. Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements. Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations. Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives. Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions. Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets. Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution. Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning. Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders. Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively. Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities. Qualifications and KSA Education: Bachelor's degree in business administration, engineering, finance, economics, or a related field is required. MBA or equivalent advanced degree is strongly preferred. Experience: 1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research. Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred. Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus. Knowledge, Skills, and Abilities: Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights. Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools). Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences. Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks. High attention to detail, accuracy, and organization when managing data sets and analyses. Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment. Collaborative mindset with the ability to work effectively across functional teams and organizational levels. Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions. High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance. Working Conditions - Mental Demands / Physical Demands / Environmental Factors Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices. Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain. Motion: Frequent use of hands and fingers for typing and handling office equipment. Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents. Environment: Primarily indoor, climate-controlled office environment. Travel Requirements: Minimal travel required. Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required. Equal Employment Opportunity (EEO) Statement Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities. Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.
    $54k-82k yearly est. 1d ago
  • Investment Associate

    MHW Search 3.9company rating

    Finance analyst job in Dallas, TX

    MHW Search has partnered with a Multifamily/Industrial Investment firm in Dallas that has over $1bn in AUM. We are seeking a highly motivated Investment Associate with 1-3 years of experience and a strong background in industrial acquisitions, underwriting, and financial modeling. This individual will play a key role within a lean, fast-moving investment team and will support the full investment life cycle - from sourcing support and underwriting through due diligence, execution, and asset-level analysis. The ideal candidate is detail-oriented, analytical, and comfortable balancing multiple workstreams while working closely with senior leadership across acquisitions, development, capital markets, and asset management. KEY RESPONSIBILITIES Acquisitions & Underwriting Underwrite industrial acquisition and development opportunities using Argus and Excel-based models. Conduct rent, sales, and market comps across targeted industrial submarkets. Run sensitivity analyses and prepare return metrics for investment scenarios. Support investment memos and underwriting packages for internal and investment committee review. Market Research & Strategy Track industrial market trends, supply/demand dynamics, tenant movement, and capital markets activity. Maintain pipelines, broker/owner databases, and market intelligence. Assist in identifying new industrial markets and investment strategies. Due Diligence & Transaction Execution Participate in due diligence processes for acquisitions and developments. Coordinate third-party reports (environmental, engineering, appraisal) and support legal documentation review. Assist in closing processes and cross-functional deal execution. Portfolio & Asset Support Support asset management initiatives, including model updates and business plan reviews. Analyze leasing economics, tenant credit, and operating performance. Assist in preparing reporting and asset summaries. QUALIFICATIONS 1-3 years of experience in real estate investments, acquisitions, asset management, or capital markets. Industrial experience strongly preferred. Argus proficiency required (Enterprise or DCF). Advanced Excel modeling and financial analysis skills. Experience supporting investment committee processes or preparing IC materials. Strong organizational skills and ability to manage multiple priorities in an entrepreneurial environment. Bachelor's degree in Finance, Real Estate, Economics, or related field.
    $69k-122k yearly est. 1d ago
  • Procurement Analyst

    Insight Global

    Finance analyst job in Dallas, TX

    Insight Global is seeking a Sr. IT Sourcing Analyst for one of their clients in the Dallas, TX area. This role will focus on sourcing large-scale categories and driving cost reduction initiatives while maintaining high quality and operational efficiency. On a day-to-day basis, the analyst will identify and negotiate with new suppliers, participate in new product development by selecting components and vendors, and provide data-driven feedback on supplier performance. They will collaborate closely with sourcing leadership to analyze purchasing decisions, lead cost-reduction and quality improvement projects, and coordinate efforts between sourcing, production, and suppliers. The position also involves forecasting material consumption, setting up new product details in internal systems, and maintaining strong relationships across business units and external partners. The analyst will learn supplier processes at a technical level to identify mutually beneficial opportunities and ensure decisions balance short-term and long-term benefits. This role requires strong communication, problem-solving, and organizational skills, along with proficiency in Microsoft Office and the ability to manage multiple projects simultaneously. REQUIRED SKILLS AND EXPERIENCE 3+ years of experience in strategic sourcing Strong background in vendor management and contract negotiations Hands-on experience conducting RFPs Excellent communication skills Advanced proficiency in Microsoft Excel NICE TO HAVE SKILLS AND EXPERIENCE Bachelor's degree in a related field Experience using SAP for contract management, data analysis, and reporting $85,000-$95,000 per year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.
    $85k-95k yearly 6h ago
  • Financial Analyst

    Russell Tobin 4.1company rating

    Finance analyst job in Dallas, TX

    FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management. Job Duration : 6-12 Months Pay rate : $23/hr (Summary of Division) Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm. Your Impact (Role Purpose Summary) This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously. Our Impact (Team Function Summary) The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity. How You Will Fulfill Your Potential (Responsibilities Summary) Monitor and investigate reporting breaks, process failures, and booking discrepancies. Work with Sales, Trading, and Technology to resolve technical or trade-related issues. Re-engineer processes to reduce risk and improve efficiency. Participate in technology upgrades and regulatory change projects. Continually refine workflows to improve quality, reduce errors, and meet operational targets. Skills - Basic Qualifications Summary Bachelor's degree and 0-3 years of experience, ideally in financial operations. Strong technical aptitude, Microsoft proficiency, and high attention to detail. Skills - Preferred Qualifications Summary Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support. Strong communication, relationship-building, and problem-solving abilities. Ability to handle pressure, multitask, and anticipate issues proactively. Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.
    $23 hourly 4d ago
  • Financial Relationship Consultant

    The Intersect Group 4.2company rating

    Finance analyst job in Plano, TX

    The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development Duration - 6 month contract with possible conversion Location: Plano 75024 (near SH 121 and Dallas North Tollway) Schedule: Onsite M-F, 8 AM - 5 PM Interview Process: Typically 2 rounds of virtual interviews Qualifications: Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position) Preferred: Bilingual in Spanish preferred; not 100% required Salesforce CRM experience preferred Other skill: Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements Proven customer service skills Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word) Excellent communication skills, both verbal and written, with the ability to speak concisely Must be team-oriented Ability to be influential and establish positive working relationships across the organization with various stakeholders Knowledge of legal entity documentation preferred Strong attention to detail and accuracy Strong phone communication skills Responsibilities: Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank Proactive customer outreach that is aligned to our high touch / engagement model Proactive phone calls to both existing and prospective customers Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects. Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc. Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations. Assist in community awareness events to increase bank outreach and foster new business opportunities. Assist management with various operational duties and responsibilities. Abide by Bank policies, procedures, and regulatory compliance guidelines. May be asked to provide Saturday Banking Support
    $75k-106k yearly est. 3d ago
  • Finance Manager

    G.A. Rogers & Associates 3.8company rating

    Finance analyst job in Farmers Branch, TX

    G.A. Rogers & Associates has partnered with a North Dallas construction subcontractor to identify a Finance Leader to join their growing team. Are you an experienced finance professional who values collaborative leadership, autonomy and seeing the impact of your work? This role offers the chance to step into a trusted leadership position within a stable 1B+ organization!! This is a direct hire opportunity with impeccable benefits, competitive compensation and showcases a long-term career path with promotion. How You'll Spend Your Time Become fluent in how operations function day to day - labor, materials, schedules, constraints, and trade-offs. Act as a trusted financial counterpart to leaders who are making real-time decisions. Frame insights in ways that drive action, not debate. Diagnose what's really driving results - not just what shows up in reports. Convert dense financial and operational data into clear priorities. Bring structure to ambiguity and challenge assumptions when the numbers don't line up with reality. Strengthen how costs are tracked, decisions are documented, and dollars are accounted for. Identify where processes leak time, money, or clarity - and fix them. Improve consistency across systems so leaders can trust what they're seeing. Define standards that scale, not workarounds that break. Design indicators that reveal momentum early - good or bad. Connect field activity to financial outcomes in a way that feels obvious once seen. Clarify where profit is earned, where it erodes, and why. Lead planning cycles that actually influence behavior. Build forecasts that adapt as conditions change instead of becoming outdated artifacts. Present forward-looking views that help leaders choose paths, not defend the past. Develop people, not dependencies. Set clear direction, remove friction, and raise the bar without noise. Help others understand how their work fits into something larger. Leave teams and processes stronger than you found them. What You Bring A track record of financial leadership in environments where work is physical, variable, and execution-driven. Experience guiding teams with mixed strengths and backgrounds. Confidence to influence without relying on title. Comfort operating where not everything is finished or documented - and the discipline to improve it. Strong analytical instincts and the technical skill to support them (advanced Excel/Sheets required; modern analytics tools welcome). A bias toward building things that last. Background That Fits 8-10+ years in financial planning, performance management, or operational finance. Exposure to construction, mechanical services, or another project- or labor-driven industry. Direct involvement in improving visibility into cost, margin, and performance.
    $78k-103k yearly est. 4d ago
  • Senior Financial Analyst

    Alari Search, LLC

    Finance analyst job in Frisco, TX

    Rapidly growing, private equity owned company is seeking a Senior Financial Analyst to join their dynamic team. The Senior Financial Analyst will conduct corporate financial planning & analysis, along with data analytics. Salary range is up to $110,000 plus bonus Duties Include: Budgeting preparation, forecasting, and variance analysis Prepare the long-term financial plan for the company, including P&L, Capital Expenditures, Balance Sheet and Cash Flow Operations analysis, including cost and profitability analysis Includes ongoing updates and enhancements to the company's 5-year strategic model, performing analysis, and running scenarios for PE firm and the Board of Directors Work with complex data sets to identify, analyze, and interpret sales, margins and financial trends Analyze current and past trends in KPIs, including but not limited to revenue, cost of sales, expenses, and working capital. Interpret data and provide recommendations to management Financial Modeling, building dashboards in Power BI Ad hoc projects and reports and requested Requirements BS or BA in Business, Finance or Accounting Ability to turn disparate data into timely decision-making information, using cohesive narratives and graphical interpretation Overall business acumen; understands the big picture Experience with Power BI, Tableau, or similar software Strong financial analytics Great communication skills - tactfully influential Very organized with attention to detail Advanced Excel spreadsheet and modeling skills Strong work ethic and results driven Ability to drive change
    $110k yearly 4d ago
  • Senior Analyst

    Rreaf Holdings

    Finance analyst job in Dallas, TX

    We are a vertically integrated real estate investment, development, and management firm focused on the acquisition and repositioning of value-add multifamily communities across the United States. With in-house property management and construction management platforms, we execute full-cycle business plans designed to enhance asset performance and maximize value for our partners. Position Summary: The Asset Management Senior Analyst will provide critical analytical, financial, and administrative support to the Asset Management team overseeing a national portfolio of value-add multifamily properties. This is a high-impact, cross-functional role that requires a mix of quantitative rigor, operational understanding, and proactive project management. The Analyst will assist in driving the performance of the portfolio by supporting renovation oversight, financial tracking, lender and investor reporting, and team coordination across departments. Key Responsibilities: Build and maintain property-level financial models, including actual vs. pro forma comparisons, reforecasts, and investor return tracking. Assist in rent roll audits, lease trade-out analysis, retention tracking, and performance dashboards. Support ad hoc analysis such as breakeven occupancy studies, refinancing scenarios, and rent pricing strategies. Collaborate with the Asset and Construction Management teams to track CapEx budgets, monitor renovation progress, and ensure alignment with business plans. Prepare and submit monthly lender CapEx draw packages, including supporting invoices, lien waivers, pay apps, and photo documentation. Maintain draw tracking logs, update draw schedules, and follow up on disbursements with lenders and internal accounting. Support preparation of monthly, quarterly, and annual reports for lenders, partners, and internal stakeholders. Track compliance requirements related to loan covenants, investor agreements, and municipal reporting (e.g., inspections, insurance, taxes). Coordinate documentation needed for property tax appeals, insurance renewals, and lender deliverables. Liaise with in-house property management and construction management teams to gather data, monitor timelines, and surface risks or delays. Follow up with internal teams and external partners (lenders, consultants, vendors) to drive progress toward asset-level goals. Assist Asset Managers in organizing weekly performance calls, preparing agendas, and distributing action item summaries. Conduct market-level research and rent comp studies to support pricing, renewal, and leasing strategy decisions. Help evaluate the impact of new supply, market absorption, and economic conditions on asset-level performance. Qualifications: Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field. 2-3 years of experience in real estate asset management, investment analysis, consulting, or private equity (multifamily experience preferred). Strong proficiency in Excel and PowerPoint; experience with Yardi, RealPage, and/or Argus a plus. Familiarity with CapEx draw processes and loan servicing documentation is preferred. Highly organized, self-motivated, and able to manage multiple deadlines across different stakeholders. Strong interpersonal and written communication skills. Ability to travel occasionally for site visits and internal team meetings. Compensation & Benefits: Competitive base salary + discretionary bonus Full health, dental, and vision benefits 401(k) with company match Paid time off, holidays, and sick leave
    $70k-94k yearly est. 3d ago
  • Procurement Analyst

    PTR Global

    Finance analyst job in Plano, TX

    Procurement Analyst Location: Plano, Texas 75024 (Hybrid (Tue to Thu) Initially, it will be Mon to Thu later, every week) Duration: 12 months with the possibility of extension, potential for hire These tasks include but are not limited to the following: Performing simple benchmarking activities, assisting with PR/PO issuance and operations tasks, assisting with supplier diversity initiatives, assisting with simple amendments, processing NDA requests, completing Purchase Order revisions and maintenance, etc. Supporting procurement buyer functions for the advertising/marketing and professional services categories The tasks include but are not limited to the following: leading RFxs, supplier management efforts, pricing and contract negotiations, etc. What candidates will be doing: Leading sourcing activities (e.g. RFI, RFQ, RFP) Negotiating commercial terms in contracts (e.g. pricing, length of contract, aspects of scope, etc.) Supplier management Manage our Procure to Pay (P2P) process for high volume, low risk request Review and process purchase requisitions PO management Troubleshoot internal stakeholder and supplier issues with requisition, PO/invoicing and/or supplier onboarding Supporting the development and execution of contractual documents including Non-Disclosure, Services and other agreements as necessary to support Procurement and business needs. Work with internal contract administration group to initiate/manage incoming contract requests Qualifications/ What candidates bring (Must Haves) - Highlight Top 3 to 5 skills: Bachelor's degree with emphasis in Business Administration, Supply Chain or Marketing Procurement experience Contract and Pricing negotiation experience Knowledge of strategic, analytical and project management skills Knowledge of collaboration, communication and influencing skills Added bonus if candidates have (Preferred): Familiarity with SAP Ariba Familiarity of contract processes Automotive industry experience About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit ***************** At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to: Pay any fee to be considered for, submitted to, or selected for any opportunity. Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process. Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup. Pay Range: $30- $33/hr. W2 The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work. If you receive a suspicious message, email, or phone call claiming to be from PTR Global, do not respond or click on any links. Instead, contact us directly at ***************. To report any concerns, please email us at *******************
    $30-33 hourly 1d ago
  • Operations Analyst for Private Equity Team

    Q Investments 4.1company rating

    Finance analyst job in Fort Worth, TX

    PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role. If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level. Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed. About Q Family Office: Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation. About PHI Group: Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment. Position Description: Provide analytical, forecasting, reporting, and project support to the CFO for the businesses. Produce reports, which include key metrics, financial results, and variance analysis. Assist in identifying opportunities for performance improvement across the organization. Assist in analyzing M&A opportunities and evaluate new lines of business. Develop models that help with decision-making. Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments Requirements: Recent graduate with an interest in financial operations and management Highly proficient Excel modeling capabilities Partial VBA experience Excellent academic credentials Successful candidates must possess US employment authorization to work. Must be able to commit to the position for at least three years. About Scott McCarty: Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc. Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.
    $55k-82k yearly est. 3d ago
  • Operations Analyst

    Leadsonline

    Finance analyst job in Plano, TX

    We are seeking an Operations Analyst to support our customer-facing organization, spanning Training & Knowledge, Customer Support, and Customer Success. This role will serve as a central analytical partner focused on building performance visibility, executing high-quality analysis, and supporting data-driven decision-making across the customer organization. This role will interact very closely with the Chief Customer Officer (CCO), this role is ideal for an analytical, execution-oriented professional who enjoys turning complexity into clarity. Initially, the role will focus on executing analysis and reporting, with close partnership and guidance from the CCO. Over time, the Operations Analyst will grow into a trusted thought partner who helps surface trends, sharpen questions, and inform strategic decisions. This role plays a critical part in bringing clarity and consistency to how we understand and manage the customer experience at scale. By strengthening KPI visibility and customer journey insights, the Operations Analyst will directly influence how we onboard, train, support, and retain thousands of users across our platform. What You'll Do Analytical Decision Support Execute ad hoc and recurring analyses to support decision-making across the Customer Organization (Training & Knowledge, Customer Support, and Customer Success) Translate business questions into structured analyses (e.g., onboarding capacity, workload distribution, training throughput, engagement patterns) Prepare clear, executive-ready summaries, visuals, and recommendations for leadership review Partner closely with the CCO to refine analytical framing and outputs KPI Reporting & Performance Infrastructure Design, build, and maintain KPI dashboards and recurring reporting for weekly, monthly, and quarterly operating reviews Define and standardize metrics in partnership with functional leaders Establish consistent metric definitions, data sources, and reporting cadences Evolve reporting from descriptive metrics to insight-oriented views that highlight trends, changes, and exceptions Customer Journey, Health & Adoption Analytics Analyze performance across key stages of the customer journey, including onboarding, training, adoption, ongoing usage, and renewal Support development of customer health frameworks and adoption indicators Identify early signals of customer risk, friction, or opportunity based on usage, training, and support data Build reporting and insights that enable proactive engagement by customer-facing teams Track customer cohorts over time to understand drivers of retention Systems & Process Enablement (Analytical Support) Support evaluation and implementation of customer-facing tools (e.g., CS platforms, service desk systems, LMS, AI-enabled knowledge tools) Provide analytical input into customer journey and process improvement initiatives Assess effectiveness of tools and workflows using data and observed outcomes Ensure systems generate usable, decision-quality data to support reporting and analysis What We're Looking For Experience 3-5 years of experience in consulting, analytics, finance, operations, or a related field Experience supporting customer-facing, services, SaaS, or scaled operations environments preferred Background in analytics-driven decision support rather than pure BI or tool administration Skills Strong dashboarding and reporting skills (Power BI preferred, Tableau acceptable) Microsoft SQL Advanced Excel proficiency Strong analytical problem-solving skills, including structuring ambiguous questions and synthesizing insights Comfort leveraging AI tools to enhance analysis and efficiency Clear written and verbal communication skills for leadership audiences Working Style & Mindset Execution-oriented, analytical, and detail-conscious Comfortable operating in a supporting, advisory role with senior leaders Thoughtful and objective; able to surface insights without forcing change Able to work effectively with tenured team members and subject-matter experts Motivated to grow into greater strategic responsibility over time Why Join LeadsOnline? Be part of a team where your work truly matters. Help law enforcement agencies serve their communities better while thriving in a supportive, mission-driven culture that values Service, Energy, Ownership, and People. What You Can Expect From Us: We serve with Energy, diligence, and persistence. We deeply believe the work we do makes a difference in the lives of our users, the communities they protect, and the victims they serve. Guided by Ownership, we continually push to make our products better and to make each other better. At LeadsOnline, we take our work seriously but not ourselves. You'll find joy, camaraderie, and fun in everything we do. That's Service, Energy, Ownership, and People in action. LeadsOnline is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics.
    $49k-74k yearly est. 3d ago
  • Financial Associate (Full Time)

    American National Bank of Texas 3.7company rating

    Finance analyst job in Wylie, TX

    The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone. This individual engages in and develops relationships with both customers and other internal bank personnel. They must be able to demonstrate strong communication skills, showing initiative, personal & professional growth along with having or developing a strong "sales" mentality. They must also enjoy handling customers' initial needs, assist with opening new accounts, conduct routine paying/receiving (teller servicing) functions, cross-sell bank products and services and refer customers to other lines of business (or associates) to expand new and existing relationships. This universal role will provide an opportunity to continue in expanding their banking knowledge or help them launch into a successful career in the financial industry. Responsibilities include: Opening deposit accounts and ancillary deposit services Processing paying and receiving transactions Balancing transactions and cash ensuring paper documentation and negotiability and an adequate audit trail Uncovering customer expansion opportunities and referring customers to proper bank associates Performs account maintenance and related activities Adheres to established internal controls on regulatory requirements ensuring compliance Meets service standards both in person and on the phone, ensuring a consistent level of customer service is achieved Qualifications: High School diploma or GED Minimum of two years of retail/sales or banking experience required Basic knowledge of retail product philosophy, policy, procedures, documentation and systems; some knowledge of retail products and services; proven customer service and interpersonal skills; effective selling, cross-selling and referral skills; strong mathematical, problem-solving, and negotiation skills preferred Skills: Demonstrated experience with Microsoft Office Suite Excellent interpersonal, communication skills, and written communication Solid organizational skills and attention to detail Ability to work in a fast-paced, team-oriented environment Demonstrated ability to maintain confidentiality Lifting in an office setting may be required up to 30 lbs. ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $59k-92k yearly est. 3d ago
  • Corporate - Restructuring & Special Situations Finance

    Evans Hiring Partners

    Finance analyst job in Dallas, TX

    Job Description Position: Corporate - Restructuring & Special Situations Finance Location: Dallas, Texas, United States About the Company: Am Law 100 firm, home to more than 1,900 lawyers operating across 21 offices worldwide. Our teams are dedicated to crafting and deploying creative legal strategies tailored to complex and high-stakes matters. We pride ourselves on our unique combination of precision and vision, forging deep partnerships with our clients to help them navigate tough challenges and thrive in unprecedented times. Job Responsibilities: Lead and execute complex restructuring transactions across various industries. Provide strategic financial analysis and advisory services to clients facing distressed situations. Collaborate with internal teams and external advisors to devise and implement effective restructuring plans. Conduct thorough financial assessments and modeling to support client objectives and negotiations. Prepare and present comprehensive financial reports, including forecasts and valuation analyses, to stakeholders. Negotiate terms and conditions with various parties involved in restructuring processes. Monitor market trends and keep clients informed on relevant changes and opportunities in restructuring finance. Mentor and train junior staff to enhance team capabilities and service delivery. Essential Qualifications: Juris Doctor (JD) degree from an accredited law school. Admission to the bar in the applicable jurisdiction. A strong understanding of finance and restructuring principles. Exceptional analytical and problem-solving skills. Excellent written and verbal communication abilities. Desired Experience: Minimum of 5 years and maximum of 9 years of experience in restructuring, special situations finance, or related fields. Demonstrated experience in advising on complex transactions and distressed companies. Experience working in a law firm or professional services firm preferred. Proven track record of managing client relationships and delivering high-quality legal services. Strong organizational skills and ability to manage multiple priorities in a fast-paced environment. Salary & Benefits: The annual salary for this position ranges from $365,000 to $435,000, commensurate with experience and qualifications. Gibson, Dunn & Crutcher LLP offers a comprehensive benefits package that includes health insurance, retirement plans, paid time off, and professional development opportunities. Application Process: Interested candidates are encouraged to submit their resume along with a cover letter detailing their relevant experience and qualifications to the provided email address.
    $54k-82k yearly est. 60d+ ago
  • Sr Investor Reporting Analyst

    Pennymac 4.7company rating

    Finance analyst job in Carrollton, TX

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Sr Investor Reporting Analyst is responsible for completing a portfolio of Principal & Interest (P&I), Taxes & Insurance (T&I) and/or clearing account bank reconciliations with high complexity. As the Sr Investor Reporting Analyst, you will work with management to improve department performance by providing staff with on-the-job training, identifying and implementing process improvements, and ensuring adherence to the departmental policies and procedures. The Sr Investor Reporting Analyst will: Create monthly investor reporting packages with high complexity and manage the associated remittances to investors Review and interpret reporting requirements for assigned deals and create step sheets Balance and reconcile investor remittances; verify funds availability for P&I remittances Complete custodial bank reconciliations with high complexity Complete monthly quality reviews of Test of Expected Principal and Interest reconciliations, Pool to Security balancing and Clearing accounts balancing Identify and analyze process deficiencies and implement enhancements and new controls, as needed, to improve operations Performs other related duties and assist with projects as required Demonstrate behaviors which are aligned with the organization's culture and values What You'll Bring Bachelor's degree or equivalent work experience 10+ years mortgage industry/financial services experience 7+ years Investor Reporting experience including GSE and private MBS reporting & remitting Must be highly proficient in Excel and Word Proficient knowledge in Access, MS SQL preferred Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. #TPO Salary $65,000 - $100,000 Work Model OFFICE
    $65k-100k yearly Auto-Apply 57d ago
  • 2027 Summer Analyst Program - M&A (Dallas)

    TD Bank 4.5company rating

    Finance analyst job in Dallas, TX

    **Role Type:** Internship/Co-op **Work Term:** Summer/Term 3 Dallas, Texas, United States of America **Hours:** 40 **Pay Details:** $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Job Description:** **2027** **Summer** **Analyst** **Program** **-** **M&A** **(** **Dallas** **)** TD Securities is a market leader in Mergers & Acquisitions and strategic advisory across a broad range of industries, such as Healthcare, Energy, Consumer and Chemicals. Our M&A business provides world-class advice and execution services to guide corporations through strategic M&A opportunities. Our client-first, solutions-oriented, and product agnostic approach drives high quality transaction outcomes and long-lasting relationships. Our M&A Summer Analyst program offers an exciting opportunity to gain valuable hands-on experience and deep insights into our day-to-day work as we deliver on innovative strategies and solutions to meet the objectives of our clients. You will work on a collaborative and dynamic team, during which you will develop extensive industry experience, build long-lasting relationships and create best-in-class, client-facing presentation materials and financial models. As a summer analyst, you will: + Participate in an immersive orientation and rigorous technical training program thatis focusedon building a strong foundation in financial analysis,accountingand valuation skills. + Build andmaintaincomplex financial models. + Perform various financial analyses and apply valuation tools to assess opportunities. + Conduct comprehensive and in-depth company and industry research. + Draft external marketing materials and client pitch presentations. + Support in the execution of M&A transactions. + Collaborate with various teams across the Corporate & Investment bank. What makes M&A right for you? + M&Aat TD Securities offers the opportunity to gain extensive industry experience, develop long-lasting clientrelationshipsand create best-in-class, client-facing presentation materials and financial models. + Analysts will work in a fast-paced environment that ischallengingyet collaborative and motivating. + Requires the ability to think analytically and solve complex financial problems. + Along withestablishingsoft skills (communication, professionalism, etc.) and technical skills (financial modeling, valuation analysis, etc.), successful analysts develop strong attention to detail, proactivity, urgency, pride, workethicand enthusiasm. Who We Are Looking For + Pursuing a bachelor's degree withan anticipatedgraduation date between December 2027 and June 2028. + Authorized to work in the United States without the need for employer sponsorship. Forindividualswhose work authorization is or will be based on F-1 optional practical training, your degree oranticipateddegree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension + Results driven, proven academicexcellenceand strong interpersonal skills. + High ethical and professional standards. + Strong financial/analytical skills, knowledge of MS Excel preferred. + Proactive and highly motivated. + Able to work effectively in a team environment and independently. + Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.). **Application Deadline** : February 1, 2026. Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026. ___________________________________________________ The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be required to interact with various internal and external groups. **Depth & Scope:** + Builds an understanding of the businesses and Customers the role supports + May answer and direct incoming calls internally and externally + Provides support for Manager and others areas, as indicated + May assist in completing various departmental projects/reports + May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects + Analyzes specific accounts + Assists in the preparation of specific federal and state returns + Assists with projects + Assists in the audit requests + Assists with operational and administrative functions + May support or partner with several business functions/areas/departments + Participates in various projects and tasks, as assigned **Education & Experience:** + High School Diploma required + Currently enrolled in 4 year college program or post graduate program + 3.2 GPA or higher preferred + Excellent computer skills, including Microsoft Office + Excellent interpersonal skills + Demonstrated leadership qualities + Good written and oral communications skills + Detail oriented and self-motivated + Ability to handle multiple tasks in a fast-paced environment + Ability to work in an office environment **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $30-45 hourly 12d ago
  • Sr Financial Crimes Analyst

    American National Bank of Texas 3.7company rating

    Finance analyst job in Terrell, TX

    The Senior Financial Crimes Analyst is responsible with developing, implementing all aspects of the Financial Crimes Compliance Program which includes maintaining the Bank's compliance laws and regulations that affect its operations, as well as conducting monitoring to ensure ongoing compliance. Lead investigations of suspicious activity to pursue corrective actions and ensure completion of required filings. Collaborate in the development of the Bank's formal Financial Crimes program which includes processes for identifying customer who may be at high risk of being used to lauder money or conduct terrorist financing. Directly responsible for the evaluation and decision to file suspicious activity reports and the review of high-risk customers while implementing the corporate directive regarding compliance with all related laws and regulations. Manage reporting systems to accurately reflect the Financial Crimes requirements. Review all reports received for suspicious activity monitoring and determine if the report parameters are appropriate for the banks risk position Analyze alerts escalated by the Financial Crimes Analysts that were received through the Financial Crimes system. Complete a suspicious activity report as needed Perform an analysis daily, monthly, and quarterly reports designed to detect suspicious activity to identify trends and unusual activity. Complete a suspicious activity report as needed. Review high-risk customers and complete a suspicious activity report as needed. Contact branch personnel regarding customers who are subject to investigations, to gather information as applicable for determining suspicious activity and account closure Identity patterns and trends consistent with Financial Crimes including fraudulent activities Assist with the annual completion of the Financial Crimes risk assessment Participate in efforts to identify and develop projects/initiatives which promote efficiencies and/or stronger control environments Recommend changes to Bank's policies, procedures, risk assessment, and monitoring programs in accordance with Financial Crime laws and regulations Qualifications: Bachelor's degree or equivalent education/work experience 7 years proficiency with all areas of Financial Crimes including Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP) and Office of Foreign Control (OFAC) regulations; 9 years of banking experience; ACAMS (or other related certification) certified or willingness to achieve within first two years of employment Preferred: Nasdaq Verafin system and Fraud experience Skills: Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions Work occasionally requires more than 40 hours per week to perform the essential functions of the position Lifting in an office setting may be required up to 30lbs. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $64k-85k yearly est. 3d ago
  • Sr. FP&A Analyst

    Leadsonline

    Finance analyst job in Plano, TX

    Who we are: LeadsOnline provides crime-solving technology to law enforcement agencies across the globe. The company's suite of investigative solutions includes data, analysis and ballistic identification tools that help solve a range of cases-from missing property and people to gun crimes and other violent offenses. Founded in 2000, LeadsOnline now serves more than 5,500 U.S. law enforcement agencies and global public safety organizations in nearly 80 countries. LeadsOnline is headquartered in Plano, Texas, and Montreal, Quebec, Canada. Job Summary: The Senior Financial Planning & Analysis (FP&A) Analyst's role will focus on strengthening our financial reporting, planning, and analytical capabilities as we scale. This role will be central to driving operational visibility, improving forecasting accuracy, and partnering across departments to support strategic decision-making. You'll work hands-on with large datasets, build scalable models, automate reporting, and help shape the financial foundation of a fast-paced, PE backed SaaS organization. Roles & Responsibilities: Lead the monthly reporting and forecasting process, providing clear analysis and actionable insights to the leadership team. Develop and refine financial models to support scenario planning, headcount forecasting, and SaaS metric tracking (ARR, churn, LTV, gross margin, etc.). Partner with business units (Sales, Customer Success, Product, and G&A) to develop budgets and identify key drivers of performance. Automate recurring reports to improve visibility into company and departmental performance. Drive continuous improvement of FP&A processes, data accuracy, and planning systems as the company scales. Support board and executive reporting, including financial packages and strategic analysis. Conduct ad hoc analyses to evaluate business initiatives, pricing, customer trends, and investment opportunities. Support the finance department with other tasks as needed. Key Competencies & Skills: US Citizenship Required Bachelor's degree in Finance, Accounting, Economics, or a related field. 5+ years of progressive FP&A experience, ideally in a SaaS or recurring revenue environment. Advanced Excel modeling skills, including scenario analysis and automation. Experience with planning and reporting tools such as Adaptive Insights and tools like Power BI. Strong analytical and quantitative skills, with the ability to work comfortably with large and complex datasets. Proven ability to distill complex data into clear insights and communicate effectively with senior stakeholders. Experience in partnering with GTM leaders/functions/teams, providing actionable analysis to drive revenue. Experience improving forecasting and reporting processes in a scaling organization is a plus. Basic SQL experience is a plus. This position offers opportunities for professional growth and development in a dynamic finance department. If you're a dedicated and reliable individual with a passion for accounting, we'd love to hear from you! Why Join LeadsOnline? Be part of a team where your work truly matters. Help law enforcement agencies serve their communities better while thriving in a supportive, mission-driven culture that values Service, Energy, Ownership, and People. What You Can Expect From Us: We serve with Energy, diligence, and persistence. We deeply believe the work we do makes a difference in the lives of our users, the communities they protect, and the victims they serve. Guided by Ownership, we continually push to make our products better and to make each other better. At LeadsOnline, we take our work seriously but not ourselves. You'll find joy, camaraderie, and fun in everything we do. That's Service, Energy, Ownership, and People in action. LeadsOnline is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics.
    $69k-94k yearly est. 4d ago

Learn more about finance analyst jobs

How much does a finance analyst earn in Dallas, TX?

The average finance analyst in Dallas, TX earns between $40,000 and $82,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.

Average finance analyst salary in Dallas, TX

$57,000

What are the biggest employers of Finance Analysts in Dallas, TX?

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